This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-2013
- Office Locations
- 2
Office Locations
About Alexis Advisors
Alexis Advisors is a women-led, fee-only fiduciary wealth management firm focused on women and families seeking values-aligned planning and investing. The team emphasizes sustainable, socially responsible portfolio construction, screens investments for sustainability, and avoids fossil-fuel–targeted funds and stocks. B Corp certified, it also commits up to 100 pro-bono planning hours annually and donates 1–2% of gross revenue to local nonprofits.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERTA WINN KELLER
Chief Compliance Officer, Chief Executive, Chief Executive Officer, Founder
- CRD
- #2356321
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Samantha Lyn Vicchiarelli
Associate Advisor
- CRD
- #6580491
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,248,719 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,248,719 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing