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Building 2ALEXIS INVESTMENT PARTNERS, LLC

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Phone(925) 457-5258
NotebookSEC #801-121162
Total AUM
$206.4M
Employees
4
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(925) 457-5258

ReceiptFinancials

Total AUM
$206.4M
Accounts
220
Discretionary
$206.4M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$1.8M
HNW Individual Clients
42
AUM
$23.5M
Investment Company Clients
1
AUM
$148.8M
Pension/Profit Sharing Plan Clients
1
AUM
$11.2M
Charitable Organization Clients
6
AUM
$8.9M
Corporation or Business Clients
1
AUM
$12.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNJNYPASDTX

HandshakeAffiliates

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

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