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Building 2ALPHA CAPITAL FAMILY OFFICE, LLC

Map pinGREENWOOD VILLAGE, CO
Phone303-900-0185
NotebookSEC #801-118157
Total AUM
$295.9M
Employees
12
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5750 S. ULSTER CIRCLE EAST
SUITE 300
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
7AM-5PM
Monday - Friday
Phone
303-900-0185

ReceiptFinancials

Total AUM
$295.9M
Accounts
535
Discretionary
$218.5M
Accounts
523
Non-Discretionary
$77.4M
Accounts
12

ContactClients

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Individual Clients
64
AUM
$20.2M
HNW Individual Clients
83
AUM
$265.4M
Charitable Organization Clients
1
AUM
$2.8M
Corporation or Business Clients
1
AUM
$7.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDNENHOHORTX

HandshakeAffiliates

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

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