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Building 2ALPHA PRINCIPLE, LLC

Map pinENGLEWOOD, CO
Phone8003031553
NotebookSEC #801-128123
Total AUM
$253.3M
Employees
6
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 INVERNESS DR W
SUITE 210
ENGLEWOOD
CO 80112-6831
United States
Operating Hours
7:30 AM - 5:30 PM MST
Monday - Friday
Phone
8003031553

ReceiptFinancials

Total AUM
$253.3M
Accounts
213
Discretionary
$107.6M
Accounts
200
Non-Discretionary
$145.7M
Accounts
13

ContactClients

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Individual Clients
23
AUM
$6.2M
HNW Individual Clients
23
AUM
$245.6M
Pension/Profit Sharing Plan Clients
3
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNENHTX

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

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