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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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