Alphanso Inc

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Assets, Funds, Holdings

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Alphanso Inc
CRD #324030
SEC #801-127024
CIK #
AUM $7.5 M (2025-03-05)
Employees 9 (11% Investors, 0% Brokers)
Phone682-215-8684
Address
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
7.56.04.53.01.50.02011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 32 0.7
(b) Individuals (high net worth individuals) 2 6.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 34 7.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 34 7.5
Total 34 7.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.5
Total 34 7.5
Comparable Firms State AUM ($B)
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0.0
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NY 0.0
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Agustoni Emanuele Guiseppe
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Icon Financial Services LLC
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DA Wealth Advisors LLC
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US Cherry LLC
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Harbourfront Wealth America Inc
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Access Softek Advisory Services LLC
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