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ALPHA ARCHITECT
19 E Eagle Road
Havertown, Pennsylvania 19083
Tel: +1.215.882.9983
About ALPHA ARCHITECT
ALPHA ARCHITECT, formally registered with the SEC as ALPHA ARCHITECT. The firm was established in 08/16/2010. They have over 1 offices throughout the country.
ALPHA ARCHITECT is a Havertown, Pennsylvania based Financial Planning firm with nearly $7,274,779,825 assets under management, offering retirement planning & investment advisory services to 172 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153905 |
| SEC# | 801-71697 |
| Assets Managed by Firm | $7,274,779,825 |
| No. of Clients | 172 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (QUANTITATIVE INDEX LICENSING, ETF SERVICING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 172 | $7,274,779,825 |
| Individuals (other than high net worth individuals) | 30 | $48,384,587 |
| High net worth individuals | 87 | $655,846,905 |
| Corporations or other businesses | 8 | $132,425,583 |
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|---|---|---|---|
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