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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alphapoint Inc
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|---|---|
| CRD # | 130115 |
| SEC # | 801-62719 |
| CIK # | |
| AUM | $5.0 B (2025-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 714-290-4762 |
| Address | 2101 East Coast Highway Corona del Mar, CA 92625 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 33 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 115 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 115 | 5.0 |
| By Discretionary | ||
| Discretionary | 2 | 0.0 |
| Non-Discretionary | 113 | 4.9 |
| Total | 115 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.0 | |
| Total | 115 | 5.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stockman Wealth Management Inc
✚
|
MT | 5.1 |
|
Pine Ridge Advisers LLC
✚
|
NY | 5.1 |
|
Boston Financial Management LLC
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MA | 5.0 |
|
Crescent Grove Advisors LLC
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|
IL | 5.0 |
|
Zevenbergen Capital Investments LLC
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|
WA | 5.0 |
|
Shepherd Financial Investment Advisory LLC
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|
IN | 4.9 |
|
Gladstone Institutional Advisory LLC
✚
|
FL | 4.9 |
|
The Ascent Group LLC
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|
VA | 4.9 |
|
David Vaughan Investments LLC
✚
|
IL | 4.9 |
|
Eulav Asset Management
✚
|
FL | 4.9 |