This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-15-2010
- Office Locations
- 1
Office Locations
About Alpha Strategies Corporation
Alpha IT is a managed service provider delivering managed IT, cybersecurity, IT consulting, and Microsoft 365/AI productivity solutions for small businesses and public-sector organizations. The team provides continuous monitoring, on-site assessments, and rapid incident response planning after cyber events. Notably, Alpha supports remote First Nation communities in British Columbia and was recognized by The Globe & Mail’s Report on Business.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN MANNING HERR JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #708248
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,831,362 | $135,266 |
| Non-Discretionary | $0 | -- |
| Total | $54,831,362 | $135,266 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $54,831,362
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $781,502,472 | 32.9% |
| Cash | $375,311,218 | 15.8% |
| Equity - Exchange | $1,218,573,764 | 51.3% |
| Total | $2,375,387,454 | 100.0% |