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ALPHA
NEW YORK, NY
2129339301
SEC #801-121176Total AUM
$54.5M
Employees
2Clients
20Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
40 WALL STREET, 28TH FLOOR
NEW YORK
NY 10005-1304
United States
NEW YORK
NY 10005-1304
United States
Operating Hours
8AM - 6PM
Monday - Friday
Monday - Friday
Phone
2129339301
Financials
Total AUM
$54.5M
Accounts
20Discretionary
$54.5M
Accounts
20Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
20AUM
$54.5M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.