ALKALI PARTNERS, LLC.

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
BEAVERTON, Oregon
CRD number
299064
Registered since
September 11, 2019

Firm profile

FINTRX

Overview

Alkali Partners, LLC is organized as a limited liability company and appears in regulatory records as an SEC-registered entity since 2019. The firm is classified in the dataset as an investment bank and is owned by an individual. Filing details indicate Alkali Partners does not function as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source does not provide a breakdown of the firm’s advisory activities, fee schedule, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Yichu Li

    Investment Banking AssociateCRD 7970166

  • MUN HOE SZE THO

    DirectorCRD 6347542

  • ETHAN LEVINE

    AnalystCRD 7335661

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BEAVERTON, OR

WASHINGTON

Location

BEAVERTON, OR

Headquartered in BEAVERTON, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
500 SW 116 Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth