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Building 2ALPHA ZERO LLC

Map pinBOCA RATON, FL
Phone(561) 576-2599
NotebookSEC #801-124738
Total AUM
$269.8M
Employees
17
Clients
422

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 NORTH MILITARY TRAIL
SUITE 316
BOCA RATON
FL 33431
United States
Operating Hours
9:00 AM - 7:00 PM
Monday - Friday
Phone
(561) 576-2599
Other Offices
4

ReceiptFinancials

Total AUM
$269.8M
Accounts
456
Discretionary
$255.8M
Accounts
423
Non-Discretionary
$14M
Accounts
33

ContactClients

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Individual Clients
334
AUM
$58.5M
HNW Individual Clients
87
AUM
$199.8M
Pooled Vehicle Clients
1
AUM
$11.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIALAMANCNHNYOHORSCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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