$115.7M Total AUM
$115.7M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-05-1996
- Office Locations
- 1
Office Locations
260 North Josephine Street Suite 600 Denver CO
About Alpine Wealth Advisors, LLC
Alpine Wealth Advisors, LLC is a Denver-based RIA. The firm has been operating for 29 years. Managing $115.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$115.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BLAIR ELLEN QUINN
Chief Compliance Officer
- CRD
- #4722738
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,671,012 | $481,963 |
| Non-Discretionary | $0 | -- |
| Total | $115,671,012 | $481,963 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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