Overview
Assets Under Management: $991 million
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 259
Average Client Assets: $3.2 million
Frequently Asked Questions
ALEXANDRIA CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129120), ALEXANDRIA CAPITAL is subject to fiduciary duty under federal law.
ALEXANDRIA CAPITAL is headquartered in WASHINGTON, DC.
ALEXANDRIA CAPITAL serves 259 high-net-worth clients according to their SEC filing dated November 29, 2018. View client details ↓
According to their SEC Form ADV, ALEXANDRIA CAPITAL offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ALEXANDRIA CAPITAL manages $991 million in client assets according to their SEC filing dated November 29, 2018.
According to their SEC Form ADV, ALEXANDRIA CAPITAL serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.68%
Average Client Assets: $3.2 million
Total Client Accounts: 1,805
Discretionary Accounts: 1,801
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 129120
Filing ID: 1254897
Last Filing Date: 2018-11-29 16:07:00