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Building 2ALPHANEXT, LLC

Map pinLOS ANGELES, CA
Phone(310) 553-5396
NotebookSEC #801-113633
Total AUM
$35.9M
Employees
2
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 AVENUE OF THE STARS
SUITE 1100
LOS ANGELES
CA 90067
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(310) 553-5396

ReceiptFinancials

Total AUM
$35.9M
Accounts
63
Discretionary
$35.4M
Accounts
62
Non-Discretionary
$497.9K
Accounts
1

ContactClients

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Individual Clients
19
AUM
$6.6M
HNW Individual Clients
9
AUM
$28.8M
Corporation or Business Clients
35
AUM
$497.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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