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Building 2ALPHAPOINT, INC.

Map pinCORONA DEL MAR, CA
Phone714-290-4762
NotebookSEC #801-62719
Total AUM
$5.6B
Employees
1
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 EAST COAST HIGHWAY
SUITE 120
CORONA DEL MAR
CA 92625
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
714-290-4762

ReceiptFinancials

Total AUM
$5.6B
Accounts
115
Discretionary
$39.1M
Accounts
2
Non-Discretionary
$5.5B
Accounts
113

ContactClients

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Pension/Profit Sharing Plan Clients
115
AUM
$5.6B

Briefcase businessServices

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Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIMONMNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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