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- Custodian
- BNY Mellon · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Unison capital
- Established Date
- 07-01-2018
- Office Locations
- 1
Office Locations
About Alphanext, LLC
ALPHANEXT, LLC is a Los Angeles-based investment adviser serving entrepreneurs and other retail and institutional clients. The firm provides asset management and financial planning, including business succession and insurance planning, and builds diversified allocations using ETFs, index funds, mutual funds and select alternative strategies (e.g., hedge funds, private equity, real estate). Custody includes Charles Schwab.
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Owner & Executives
ROBERT ALAN KAHN
Chief Investment Officer, Managing Member
- CRD
- #2813068
- Ownership
- 75% or more
BRENDA GONZALEZ CALDERON
CHIEF OPERATING OFFICER, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MYRON SAMUEL KAUFMAN
Board of Directors
- CRD
- #2214663
JOHN LLOYD SILVERS MR
--
- CRD
- #5258120
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,734,434 | $570,279 |
| Non-Discretionary | $754,263 | $497,915 |
| Total | $68,488,697 | $569,130 |
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Separately Managed Accounts
Total SMA Asset: $68,488,697
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $809,333,676 | 28.0% |
| Equity - Exchange | $341,076,335 | 11.8% |
| Cash | $488,490,683 | 16.9% |
| Corporate - Investment Grade | $511,614,503 | 17.7% |
| Equity - OTC | $254,362,013 | 8.8% |
| Municipal Bonds | $485,600,206 | 16.8% |
| Total | $2,890,477,416 | 100.0% |