ALPHA DNA INVESTMENT MANAGEMENT

8860 Columbia 100 Parkway
Suite 301
Columbia, Maryland 21045
Tel: 443-288-6444

About ALPHA DNA INVESTMENT MANAGEMENT

ALPHA DNA INVESTMENT MANAGEMENT, formally registered with the SEC as ALPHA DNA INVESTMENT MANAGEMENT. The firm was established in 09/14/2020. They have over 2 offices throughout the country.

ALPHA DNA INVESTMENT MANAGEMENT is a Columbia, Maryland based Financial Planning firm with nearly $192,756,106 assets under management, offering retirement planning & investment advisory services to 1038 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288198
SEC#	801-119457
Assets Managed by Firm	$192,756,106
No. of Clients	1038
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for businesses or institutional clients
Other (SUBADVISORS TO OTHER INVESTMENT ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1038	$192,756,106
Individuals (other than high net worth individuals)	6	$894,923
High net worth individuals	13	$12,830,356
Other investment advisers	6	$178,705,827

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