ALUMINA INVESTMENT MANAGEMENT

6302 Fairview Road
Suite 520
Charlotte, North Carolina 28210
Tel: 980-233-3000

About ALUMINA INVESTMENT MANAGEMENT

ALUMINA INVESTMENT MANAGEMENT, formally registered with the SEC as ALUMINA INVESTMENT MANAGEMENT. The firm was established in 07/02/2012. They have over 1 offices throughout the country.

ALUMINA INVESTMENT MANAGEMENT is a Charlotte, North Carolina based Financial Planning firm with nearly $14,681,685,404 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164273
SEC#	801-76782
Assets Managed by Firm	$14,681,685,404
No. of Clients	2
No. of Advisors	3

Fee Structure

Fixed fees
Other (FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL)

Advisory Services Provided

Portfolio management for businesses or institutional clients
Other (INVESTMENT CONSULTATION AND ANALYSIS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$14,681,685,404
Corporations or other businesses	Fewer than 5 clients	$9,830,479,339

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