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Building 2ALEXANDER CAPITAL ADVISORS, LLC

Map pinNEW CANAAN, CT
Phone203-966-7707
NotebookSEC #801-131809
Total AUM
$104.2M
Employees
3
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 ELM STREET
NEW CANAAN
CT 06840-0201
United States
Operating Hours
8:00 AM TO 4:30PM
Monday - Friday
Phone
203-966-7707

ReceiptFinancials

Total AUM
$104.2M
Accounts
17
Discretionary
$104.2M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$511K
HNW Individual Clients
10
AUM
$11.4M
Pooled Vehicle Clients
1
AUM
$92.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTVA

HandshakeAffiliates

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

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