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ALPINE WOODS CAPITAL INVESTORS, LLC

2500 Westchester Avenue
Suite 300
Purchase, New York 10577
Tel: 914-251-0880

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About ALPINE WOODS CAPITAL INVESTORS, LLC

ALPINE WOODS CAPITAL INVESTORS, LLC, formally registered with the SEC as ALPINE WOODS CAPITAL INVESTORS, LLC. The firm was established in 12/16/1997. They have over 1 offices throughout the country.

ALPINE WOODS CAPITAL INVESTORS, LLC is a Purchase, New York based Financial Planning firm with nearly $390,280,892 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112496
SEC#801-55110
Assets Managed by Firm$390,280,892
No. of Clients3
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total3$390,280,892

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