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Home > Retirement Planners > texas > plano > ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC
5600 Tennyson Parkway
Suite 355
Plano, Texas 75024-7181
Tel: 214-550-0460
About ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC, formally registered with the SEC as ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC. The firm was established in 02/26/2007. They have over 1 offices throughout the country.
ALPHAENGINE GLOBAL INVESTMENT SOLUTION LLC is a Plano, Texas based Financial Planning firm with nearly $2,580,000,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 143002 |
| SEC# | 801-67546 |
| Assets Managed by Firm | $2,580,000,000 |
| No. of Clients | 5 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Performance Based
- Other(FIXED DOLLAR FEES THAT CAN CHANGE WITH AUM SIZE)
Advisory Services Provided
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $2,580,000,000 |
| Pension and profit sharing plans | 3 | $1,820,000,000 |
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