$1.1K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-2025
- Office Locations
- 1
Office Locations
-- Laguna Niguel CA
About Aalexander LLC
Aalexander LLC is a Laguna Niguel-based RIA. The firm has been operating for 1 years. Managing $1.1K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide.
Team overview
-- AVG AGE
$1.1K AVG AUM / ADVISOR
$275 AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
A
ALEX SANDER MARTINS ALEXANDRE
Managing Member
- CRD
- #8088849
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,100 | -- |
| Total | $1,100 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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