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ALPHA CAPITAL MANAGEMENT GROUP LLC
250 Fillmore Street
Suite 150
Denver, Colorado 80206
Tel: 303-900-1919
About ALPHA CAPITAL MANAGEMENT GROUP LLC
ALPHA CAPITAL MANAGEMENT GROUP LLC, formally registered with the SEC as ALPHA CAPITAL MANAGEMENT GROUP LLC. The firm was established in 05/17/2016. They have over 2 offices throughout the country.
ALPHA CAPITAL MANAGEMENT GROUP LLC is a Denver, Colorado based Financial Planning firm with nearly $421,922,654 assets under management, offering retirement planning & investment advisory services to 475 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283624 |
| SEC# | 801-107838 |
| Assets Managed by Firm | $421,922,654 |
| No. of Clients | 475 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 475 | $421,922,654 |
| Individuals (other than high net worth individuals) | 65 | $22,767,490 |
| High net worth individuals | 16 | $39,837,572 |
| Pension and profit sharing plans | 394 | $359,317,592 |
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