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Home > Retirement Planners > massachusetts > beverly > ALAPOCAS INVESTMENT PARTNERS, INC.
ALAPOCAS INVESTMENT PARTNERS, INC.
50 Dunham Ridge
Suite 3100
Beverly, Massachusetts 01915
Tel: 978-529-2395
About ALAPOCAS INVESTMENT PARTNERS, INC.
ALAPOCAS INVESTMENT PARTNERS, INC, formally registered with the SEC as ALAPOCAS INVESTMENT PARTNERS, INC. The firm was established in 03/28/2019. They have over 1 offices throughout the country.
ALAPOCAS INVESTMENT PARTNERS, INC. is a Beverly, Massachusetts based Financial Planning firm with nearly $193,493,051 assets under management, offering retirement planning & investment advisory services to 117 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300841 |
| SEC# | 801-114902 |
| Assets Managed by Firm | $193,493,051 |
| No. of Clients | 117 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 117 | $193,493,051 |
| Individuals (other than high net worth individuals) | 21 | $10,641,988 |
| High net worth individuals | 30 | $131,902,903 |
| Pension and profit sharing plans | 1 | $26,523,793 |
| Charitable organizations | 1 | $4,735,474 |
| Corporations or other businesses | 4 | $19,688,893 |
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