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ALPHA CAPITAL FAMILY OFFICE, LLC
5750 S. Ulster Circle East
Suite 300
Greenwood Village, Colorado 80111
Tel: 303-900-1911
About ALPHA CAPITAL FAMILY OFFICE, LLC
ALPHA CAPITAL FAMILY OFFICE, LLC, formally registered with the SEC as ALPHA CAPITAL FAMILY OFFICE, LLC. The firm was established in 02/28/2020. They have over 1 offices throughout the country.
ALPHA CAPITAL FAMILY OFFICE, LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $140,230,396 assets under management, offering retirement planning & investment advisory services to 416 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307521 |
| SEC# | 801-118157 |
| Assets Managed by Firm | $140,230,396 |
| No. of Clients | 416 |
| No. of Advisors | 5 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 416 | $140,230,396 |
| Individuals (other than high net worth individuals) | 44 | $11,118,862 |
| High net worth individuals | 57 | $123,800,378 |
| Charitable organizations | Fewer than 5 clients | $5,866 |
| Corporations or other businesses | Fewer than 5 clients | $5,305,290 |
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|---|---|---|---|
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