ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

10 Drs. James Parker Blvd
Suite 202
Red Bank, New Jersey 07701
Tel: 212-687-5650

About ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC, formally registered with the SEC as ALEXANDER CAPITAL WEALTH MANAGEMENT LLC. The firm was established in 04/30/2018. They have over 17 offices throughout the country.

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $120,789,910 assets under management, offering retirement planning & investment advisory services to 531 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157714
SEC#	801-112997
Assets Managed by Firm	$120,789,910
No. of Clients	531
No. of Advisors	26

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	531	$120,789,910
Individuals (other than high net worth individuals)	224	$32,847,105
High net worth individuals	160	$87,942,805

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