Alinea Invest Inc

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Assets, Funds, Holdings

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Alinea Invest Inc
CRD #311782
SEC #801-120032
CIK #
AUM $2.8 MM (2024-02-07)
Employees 1 (100% Investors, 0% Brokers)
Phone516-469-9482
Address50 E 8th Street
New York, NY 10003
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($MM)
3.02.41.81.20.60.02009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 8,164 2.8
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 8,164 2.8
By Discretionary
Discretionary 5,199 1.0
Non-Discretionary 2,965 1.8
Total 8,164 2.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.8
Total 8,164 2.8
Comparable Firms State AUM ($BB)
St Louis Financial Planners Inc
MO 0.0
Blue Sky Wealth Partners LLC
0.0
Bloom Investment Advisors LLC
CA 0.0
Streetbeat LLC
CA 0.0
Sun Global LLC
PA 0.0
Alphanso Inc
NY 0.0
EKO Investments Inc
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Invstr Financial LLC
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Lloyd Tevis Investments LLC
CA 0.0
Coherence Finance Inc
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