A
CRD: 307413
Alpha Rising Advisors LLC
Newport Coast, CA
9496339646
$26.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2020
- Office Locations
- 1
Office Locations
-- Newport Coast CA
About Alpha Rising Advisors LLC
Alpha Rising Advisors LLC is a Newport Coast-based RIA. The firm has been operating for 5 years. Managing $26.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$26.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
See the complete signal summary connected to peak.
See the complete signal summary connected to alpha pathway.
Unlock to compare peer behavior around pioneer wave.
Unlock to compare peer behavior around prime ember.
Premium access reveals conviction themes in vital peak.
Open the full profile to inspect shifts in delta beacon.
Unlock to compare peer behavior around north insight.
Upgrade to reveal position-level detail across north bridge.
Asset Classes
Insight vertex Peak Fusion ember Catalyst Catalyst
Investment Themes
Harbor Peak radial Glacier
Investment Vehicles
Insight
Services
Bridge unison Ridge Insight Horizon Pathway
Owner & Executives
D
Denise Pauline Carcel
Chief Compliance Officer, Managing Member
- CRD
- #839430
- Ownership
- 75% or more
(893) 274-8919
foundation.vector@beaconcapital.com
in linkedin.com/in/frontier-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,000,000 | -- |
| Total | $26,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $26,000,000
Equity - Exchange:
28.3% Corporate - Investment Grade:
29.0% Public Funds:
5.6% Other:
28.4% Cash:
8.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,532,222,181 | 28.3% |
| Corporate - Investment Grade | $1,570,121,669 | 29.0% |
| Public Funds | $303,195,909 | 5.6% |
| Other | $1,537,636,393 | 28.4% |
| Cash | $471,036,500 | 8.7% |
| Total | $5,414,212,652 | 100.0% |