CRD: 147393
Alpine Financial Advisers, LLC
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2008
- Office Locations
- 1
Office Locations
-- Golden CO
About Alpine Financial Advisers, LLC
Alpine Financial Advisers, LLC is a retail RIA offering personalized, long-term financial planning and portfolio management for retirees, business owners, and families, including guidance on 401(k) pre-retirement decisions and life transitions. Portfolios commonly use ETFs and mutual funds within an asset-allocation and risk-management approach. Advisor Ben M. Bouman is a Los Alamos native serving Northern New Mexico.
Team overview
57 AVG AGE
$1.4M AVG AUM / ADVISOR
$240.4K AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
GLENN R EDWARDS
Principal
- CRD
- #1561192
- 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 | $1,442,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,442,500 | -- |
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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 |
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