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ALPHA CAPITAL FAMILY OFFICE, LLC

5750 S. Ulster Circle East
Suite 300
Greenwood Village, Colorado 80111
Tel: 303-900-1911

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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 StatusApproved
Firm CRD#307521
SEC#801-118157
Assets Managed by Firm$140,230,396
No. of Clients416
No. of Advisors5

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 ClientsAUM
Firm Total416$140,230,396
Individuals (other than high net worth individuals)44$11,118,862
High net worth individuals57$123,800,378
Charitable organizationsFewer than 5 clients$5,866
Corporations or other businessesFewer than 5 clients$5,305,290

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