Alphamark Advisors LLC

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Assets, Funds, Holdings

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Alphamark Advisors LLC
CRD #109366
SEC #801-58156
CIK #0001348183
AUM
Employees 5 (60% Investors, 0% Brokers)
Fees
Minimum
Phone859-957-1803
Address810 Wrights Summit Parkway, Suite 100
Ft Wright, KY 41011
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
4503602701809002000200820172026
Sector Form 13F Holdings Value ($M)
Smucker J M Co 0.1
Walt Disney Co 0.1
Fidelity National Information Services Inc 0.1
AbbVie Inc 0.1
Park Hotels & Resorts Inc 0.1
Enterprise Products Partners L P 0.1
Philip Morris International Inc 0.1
Ambev Sa 0.1
East Resources Acquisition Co 0.1
Qualcomm Inc/DE 0.1
View All
Holdings by Sector ($M)
3002401801206002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 340 92.6
(b) Individuals (high net worth individuals) 98 288.9
(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 4 10.0
(h) Charitable organizations 1 0.9
(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 3 13.4
(n) Other 0 0.0
Total 446 405.8
By Discretionary
Discretionary 446 405.8
Non-Discretionary 0 0.0
Total 446 405.8
By Non-United States Persons
Non-United States Persons 5.2
United States Persons 400.6
Total 446 405.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001348183]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
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