Overview
Assets Under Management: $1.0 billion
High-Net-Worth Clients: 493
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 493
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 392
Discretionary Accounts: 197
Non-Discretionary Accounts: 195
Regulatory Filings
CRD Number: 291759
Last Filing Date: 2024-03-27 00:00:00
Website: https://alpeninternational.com