A
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-30-2009
- Office Locations
- 1
Office Locations
-- Thornton CO
About Alpine Capital Partners, LLC
Alpine Capital Partners, LLC is a Thornton, CO registered investment adviser providing investment management and financial planning, including estate planning, retirement plan guidance, and insurance/charitable planning. Portfolios are implemented primarily through ETFs in separately managed accounts, with custody at Schwab and Fidelity; boutique, owner-led firm.
Team overview
60 AVG AGE
$10.3M AVG AUM / ADVISOR
$858.9K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL RAYMOND FIGLIOLA
Managing Director
- CRD
- #1371787
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,307,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,307,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing