Overview
Assets Under Management: $8.5 billion
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 11
Average Client Assets: $171 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.13
Average High-Net-Worth Client Assets: $171 million
Total Client Accounts: 6,394
Discretionary Accounts: 6,389
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 110933
Filing ID: 2007131
Last Filing Date: 2025-07-31 16:03:00
Website: https://alpine-invest.com