A
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
27 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Alphamint Financial
Alphamint Financial provides fiduciary investment management and ongoing financial planning, including tax management/preparation and 401(k) plan support, with a focus on retirement planning (25+ years experience). Clients collaborate through a personalized financial dashboard secured with 256-bit encryption; portfolios commonly use ETFs alongside fixed income and cash, with custody available at Charles Schwab.
Team overview
62 AVG AGE
$40.0M AVG AUM / ADVISOR
$888.9K AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT RICHARD TYPHER JR
Founder, Owner
- CRD
- #4360045
- 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 | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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