5750 S. Ulster Circle East
Suite 300
Greenwood Village, Colorado 80111
Tel: 303-900-1911
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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