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Building 2ALPHA SQUARED CAPITAL, LLC

Map pinSCOTTSDALE, AZ
Phone(480) 470-6200
NotebookSEC #801-114847
Total AUM
$3.1M
Employees
10
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9319 N 94TH WAY
SUITE #900
SCOTTSDALE
AZ 85258
United States
Operating Hours
9AM - 3PM
Monday - Friday
Phone
(480) 470-6200

ReceiptFinancials

Total AUM
$3.1M
Accounts
9
Discretionary
$3.1M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$700K
HNW Individual Clients
1
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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