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$25.7M Total AUM
$25.3M Disc. AUM
-- 3Y CAGR
3 Employees
93 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
-- Stamford VT
About THE Alchemists, LLC
THE Alchemists, LLC is a Stamford-based RIA. The firm has been operating for 1 years. Managing $25.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$276.4K AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
M
Margaret Mary Koosa
Managing Member
- CRD
- #6013286
- Ownership
- 75% or more
Available
Available
Available
J
Jessica Eaton
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,291,930 | -- |
| Non-Discretionary | $414,500 | -- |
| Total | $25,706,430 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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