|
⚲
|
| Alinea Invest Inc
✚
|
|
|---|---|
| CRD # | 311782 |
| SEC # | 801-120032 |
| CIK # | |
| AUM | $2.8 MM (2024-02-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-469-9482 |
| Address | 50 E 8th Street New York, NY 10003 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| 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
✚
|
NY | 0.0 |
|
Invstr Financial LLC
✚
|
TX | 0.0 |
|
Lloyd Tevis Investments LLC
✚
|
CA | 0.0 |
|
Coherence Finance Inc
✚
|
IL | 0.0 |