A
CRD: 325714
Alperin Financial Solutions, LLC
Virginia Beach, VA, 23452
7574903500
$45.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2023
- Office Locations
- 2
Office Locations
500 Viking Drive, Suite 201 Virginia Beach VA
-- Virginia Beach VA
About Alperin Financial Solutions, LLC
Alperin Financial Solutions, LLC is a Virginia Beach-based RIA with 2 offices. The firm has been operating for 2 years. Managing $45.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.5M AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Peak summit Catalyst Horizon peak Unison
Client Personas
Signal optima
Investment Themes
Delta Vital focus North glacier Glacier Ember vector
Investment Vehicles
Peak optima
Services
North value Quantum Beacon Quantum fusion Crest eagle Foundation catalyst Quantum element Alpha
Owner & Executives
S
Scott Noel Alperin
Chief Compliance Officer, Manager, Principal
- CRD
- #7291843
- Ownership
- 75% or more
(381) 654-2208
peak.pioneer@crestcapital.com
in linkedin.com/in/beacon-delta
Showing 1 of 1 owners & executives
Unlock allContacts
DREW CLINTON JAMES HANESSIAN
--
- CRD
- #5565375
(883) 216-5195
summit.fusion@bridgecapital.com
in linkedin.com/in/atlas-capital
Charles Marion Russell
Director of Wealth Planning
- CRD
- #4352972
(937) 620-6130
value.crest@catalystcapital.com
in linkedin.com/in/ridge-catalyst
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $45,000,000 | -- |
| Total | $45,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,000,000
Public Funds:
39.7% Corporate - Investment Grade:
17.0% Cash:
27.0% Municipal Bonds:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $395,102,738 | 39.7% |
| Corporate - Investment Grade | $169,187,571 | 17.0% |
| Cash | $268,709,671 | 27.0% |
| Municipal Bonds | $162,221,023 | 16.3% |
| Total | $995,221,003 | 100.0% |