|
⚲
|
| Alphapoint Inc
✚
| |
|---|---|
| CRD # | 130115 |
| SEC # | 801-62719 |
| CIK # | |
| AUM | $4.6 BB (2024-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 949-718-4575 |
| Address | 2101 East Coast Highway Corona del Mar, CA 92625 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 122 | 4.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 4.6 |
| By Discretionary | ||
| Discretionary | 6 | 0.0 |
| Non-Discretionary | 116 | 4.5 |
| Total | 122 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 122 | 4.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Coho Partners Ltd
✚
|
PA | 4.6 |
|
Wealthcare Advisory Partners LLC
✚
|
PA | 4.5 |
|
Scharf Investments LLC
✚
|
CA | 4.5 |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 4.5 |
|
Dana Investment Advisors Inc
✚
|
WI | 4.5 |
|
Madison Asset Management LLC
✚
|
WI | 4.5 |
|
Horizon Investments LLC
✚
|
NC | 4.5 |
|
Crescent Grove Advisors LLC
✚
|
IL | 4.5 |
|
Boston Financial Management LLC
✚
|
MA | 4.4 |
|
Bordeaux Wealth Advisors LLC
✚
|
CA | 4.4 |