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ALPINE PRIVATE WEALTH
190 Carondelet Plaza
Suite 1300
Saint Louis, Missouri 63105
Tel: 314-932-1010
About ALPINE PRIVATE WEALTH
ALPINE PRIVATE WEALTH, formally registered with the SEC as ALPINE PRIVATE WEALTH. The firm was established in 01/17/2017. They have over 5 offices throughout the country.
ALPINE PRIVATE WEALTH is a Saint Louis, Missouri based Financial Planning firm with nearly $978,478,127 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286072 |
| SEC# | 801-108952 |
| Assets Managed by Firm | $978,478,127 |
| No. of Clients | 268 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- 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 | 268 | $978,478,127 |
| Individuals (other than high net worth individuals) | 47 | $18,534,999 |
| High net worth individuals | 197 | $907,188,786 |
| Pension and profit sharing plans | 10 | $13,352,391 |
| Charitable organizations | 6 | $17,581,864 |
| Corporations or other businesses | 8 | $21,820,087 |
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