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Home > Retirement Planners > california > corona del mar > ALPHAPOINT, INC.
ALPHAPOINT, INC.
2101 East Coast Highway
Suite 120
Corona Del Mar, California 92625
Tel: 949-718-4575
About ALPHAPOINT, INC.
ALPHAPOINT, INC, formally registered with the SEC as ALPHAPOINT, INC. The firm was established in 01/20/2004. They have over 1 offices throughout the country.
ALPHAPOINT, INC. is a Corona Del Mar, California based Financial Planning firm with nearly $4,577,887,532 assets under management, offering retirement planning & investment advisory services to 122 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130115 |
| SEC# | 801-62719 |
| Assets Managed by Firm | $4,577,887,532 |
| No. of Clients | 122 |
| No. of Advisors | 1 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 122 | $4,577,887,532 |
| Individuals (other than high net worth individuals) | 6 | $2,200,000 |
| High net worth individuals | 7 | $11,100,000 |
| Pension and profit sharing plans | 122 | $4,564,587,532 |
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