A
CRD: 156541
Alpha Solutions Investment Advisors
$397.1M Total AUM
$397.1M Disc. AUM
55.2% 3Y CAGR
6 Employees
446 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-2011
- Office Locations
- 1
Office Locations
400 Oyster Point Blvd. Suite 407 South SAN Francisco CA
About Alpha Solutions Investment Advisors
Alpha Solutions Investment Advisors is a fiduciary RIA providing personalized, actively overseen portfolio management and goal-based planning for individuals and families navigating retirement and other financial milestones. Portfolios are largely ETF-based, aligned to each client’s documented risk profile and adjusted as markets change; client assets are custodied with providers such as Charles Schwab.
Team overview
57 AVG AGE
$99.3M AVG AUM / ADVISOR
$890.4K AVG AUM / CLIENT
7.9 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANTHONY T SAM
Chief Compliance Officer, Chief Executive Officer, Manager
- CRD
- #5891496
- Ownership
- 75% or more
Available
Available
Available
N
Nathalie Botros Lai
--
- CRD
- #8040034
- Ownership
- Less than 5%
Available
Available
Available
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J
Jordan Baley Sam
--
- CRD
- #8090096
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,127,864 | $627,374 |
| Non-Discretionary | $0 | -- |
| Total | $397,127,864 | $627,374 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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