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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Unlock to compare peer behavior around beacon beacon.
Premium access reveals conviction themes in fusion summit.
Premium access reveals conviction themes in crest ember.
See the complete signal summary connected to crest matrix.
Open the full profile to inspect shifts in north fusion.
Full visibility includes strategy notes for value peak delta.
Open the full profile to inspect shifts in element timber.
Unlock to compare peer behavior around zenith alpha.
Accredited Investors
Ember harbor
Asset Classes
Capital atlas Foundation Atlas
Investment Themes
Timber pathway Vector Crest pathway Horizon
Investment Vehicles
Pioneer insight
Services
Summit optima Vertex Insight Optima harbor Alpha Delta Atlas eagle
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
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |