Alexander Advisory Services, LLC

Overview

Alexander Advisory Services, LLC is a small fee-based registered adviser focused on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and serves both individual/family and institutional clients. Its investment activity centers on pooled public funds and mutual funds as primary building blocks for client portfolios, with a secondary use of third-party real estate funds. The firm does not position itself as an active ESG investor and does not operate as a capital allocator or pension consultant; its model is advisory and discretionary, managing client accounts rather than sponsoring proprietary investment products.

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Location & Offices