A
CRD: 315231
Alphacopia
Annandale, MN
6128492873
$44.4M Total AUM
$44.4M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-02-2022
- Office Locations
- 1
Office Locations
-- Annandale MN
About Alphacopia
Alphacopia is a Annandale-based RIA. The firm has been operating for 4 years. Managing $44.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
49 AVG AGE
$22.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
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Accredited Investors
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Asset Classes
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Investment Vehicles
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Owner & Executives
A
Aslam Mukhtiar
Managing Member
- CRD
- #7385931
- Ownership
- 50% but less than 75%
(403) 810-3030
prime.focus@summitcapital.com
in linkedin.com/in/summit-meridian
B
Bryan Pattee
Chief Compliance Officer, Managing Member
- CRD
- #7385936
- Ownership
- 50% but less than 75%
(328) 494-1984
summit.focus@radialcapital.com
in linkedin.com/in/peak-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,363,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,363,307 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,321,620
Equity - Exchange:
24.0% Public Funds:
18.4% Municipal Bonds:
13.9% Cash:
43.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,863,123,344 | 24.0% |
| Public Funds | $1,428,394,564 | 18.4% |
| Municipal Bonds | $1,079,058,937 | 13.9% |
| Cash | $3,392,437,090 | 43.7% |
| Total | $7,763,013,935 | 100.0% |