Overview
Assets Under Management: $182 million
High-Net-Worth Clients: 30
Average Client Assets: $1.9 million
Frequently Asked Questions
ALEXIS INVESTMENT PARTNERS, LLC 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 #313394), ALEXIS INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
ALEXIS INVESTMENT PARTNERS, LLC serves 30 high-net-worth clients according to their SEC filing dated April 03, 2025. View client details ↓
According to their SEC Form ADV, ALEXIS INVESTMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ALEXIS INVESTMENT PARTNERS, LLC manages $182 million in client assets according to their SEC filing dated April 03, 2025.
According to their SEC Form ADV, ALEXIS INVESTMENT PARTNERS, LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.56%
Average Client Assets: $1.9 million
Total Client Accounts: 247
Discretionary Accounts: 247
Regulatory Filings
CRD Number: 313394
Filing ID: 1976137
Last Filing Date: 2025-04-03 10:35:00