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ALPHA CAPITAL MANAGEMENT
5407 Parkcrest Drive
2nd Floor
Austin, Texas 78731
Tel: 512-322-9318
About ALPHA CAPITAL MANAGEMENT
ALPHA CAPITAL MANAGEMENT, formally registered with the SEC as ALPHA CAPITAL MANAGEMENT. The firm was established in 11/21/2002. They have over 1 offices throughout the country.
ALPHA CAPITAL MANAGEMENT is a Austin, Texas based Financial Planning firm with nearly $766,253,241 assets under management, offering retirement planning & investment advisory services to 1234 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121703 |
| SEC# | 801-61613 |
| Assets Managed by Firm | $766,253,241 |
| No. of Clients | 1234 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1234 | $766,253,241 |
| Individuals (other than high net worth individuals) | 252 | $85,415,421 |
| High net worth individuals | 175 | $661,074,116 |
| Charitable organizations | 5 | $19,763,704 |
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