A
CRD: 311490
Alpha-Tech Investments, LLC
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2020
- Office Locations
- 1
Office Locations
440 Louisiana St. Suite 900 Houston TX
About Alpha-Tech Investments, LLC
Alpha-Tech Investments is a Houston-based quantitative RIA that designs and manages algorithm-driven, backtested portfolios across multiple risk levels. The firm uses statistical analysis and programming to research, implement, monitor, and adjust strategies for retail investors, with portfolios primarily implemented via ETFs and custodied at Interactive Brokers.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$69.4K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Andrew Tisdale Nunnally
Chief Compliance Officer, Owner
- CRD
- #7306547
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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