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

Building 2ALPHANSO

Map pin
Phone682-215-8684
NotebookSEC #801-127024
Total AUM
$7.5M
Employees
9
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
682-215-8684

ReceiptFinancials

Total AUM
$7.5M
Accounts
34
Discretionary
$0
Accounts
0
Non-Discretionary
$7.5M
Accounts
34

ContactClients

View more in analytics →

Individual Clients
32
AUM
$705.3K
HNW Individual Clients
2
AUM
$6.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account