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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2022
- Office Locations
- 1
Office Locations
About Alphanso
Alphanso is a retail-focused advisory offering integrated financial planning: investment strategy across equities, bonds, IRAs, private and international markets, plus year-round tax planning (loss harvesting, Roth moves, filing support), estate planning support, insurance review, cash-flow/budgeting, debt analysis and goal planning. Positioning leans toward advisor access for DIY investors—responsive guidance without requiring asset transfers. Custodies with Schwab.
Team overview
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Accredited Investors
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Owner & Executives
Utkarsh Agarwal
Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Rupesh Goyal
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #7657723
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $837,619 | -- |
| Non-Discretionary | $0 | $219,805 |
| Total | $837,619 | $219,805 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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