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ALEXANDER CAPITAL ADVISORS, LLC
125 Elm Street
New Canaan, Connecticut 06840-0201
Tel: 203-966-7707
About ALEXANDER CAPITAL ADVISORS, LLC
ALEXANDER CAPITAL ADVISORS, LLC, formally registered with the SEC as ALEXANDER CAPITAL ADVISORS, LLC. The firm was established in 01/13/2025. They have over 1 offices throughout the country.
ALEXANDER CAPITAL ADVISORS, LLC is a New Canaan, Connecticut based Financial Planning firm with nearly $100,197,000 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140508 |
| SEC# | 801-131809 |
| Assets Managed by Firm | $100,197,000 |
| No. of Clients | 14 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14 | $100,197,000 |
| Individuals (other than high net worth individuals) | 3 | $139,000 |
| High net worth individuals | 10 | $10,991,000 |
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