A
$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 05-15-2015
- Office Locations
- 1
Office Locations
16810 E Avenue OF THE Fountains, Suite 200 16810 Fountain Hills AZ
About Alpha Financial Nordic
Alpha Financial Nordic is a fee-only RIA serving Scottsdale-area households with $500K+ portfolios, providing fiduciary wealth management and tax-efficient models primarily implemented with ETFs. The firm takes a family-office approach by coordinating with clients’ CPAs and attorneys, and custodies at Charles Schwab with digital onboarding, real-time dashboards, and institutional-grade security.
Team overview
53 AVG AGE
$12.9M AVG AUM / ADVISOR
$379.4K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Frontier Momentum Pathway Beacon Value alpha
Client Personas
Pathway
CRM
Zenith
Custodian
Fusion Delta Value
Investment Themes
Fusion Quantum Vertex
Investment Vehicles
Eagle
Services
Foundation ridge Eagle summit Summit Insight Ridge Delta
Technology
Vector focus
Owner & Executives
A
ALEXANDER BOEMARK
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2231807
- Ownership
- 75% or more
(417) 267-1506
alpha.vector@zenithcapital.com
in linkedin.com/in/crest-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,900,000
Equity - Exchange:
55.8% Cash:
44.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $263,946,558 | 55.8% |
| Cash | $209,075,947 | 44.2% |
| Total | $473,022,505 | 100.0% |