1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALPHAQ ADVISORS

Map pinWINTER PARK, FL
Phone407-982-4550
NotebookSEC #801-121907
Total AUM
$90.6M
Employees
2
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
941 W. MORSE BLVD.
SUITE 100
WINTER PARK
FL 32789
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
407-982-4550
Other Offices
1

ReceiptFinancials

Total AUM
$90.6M
Accounts
280
Discretionary
$79M
Accounts
275
Non-Discretionary
$11.6M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
64
AUM
$20.6M
HNW Individual Clients
22
AUM
$69.9M
Corporation or Business Clients
1
AUM
$74.3K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account