Alpen Partners International Ag

RIASEC RegisteredEst. 2018

Total AUM

$2B

Discretionary

$1.1B

57% of AUM

Avg account

$2.8M

Accounts

738

Employees

Advisory reps

Firm details

Headquarters: Freienbach,
CRD number: 291759
Registered since: March 19, 2018
Website: alpenrosewealth.com
Custodians: BANK JULIUS BAER & CO LTD, BANQUE PICTET & CIE S.A., BANK J. SAFRA SARASIN AG
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Alpen Partners International Ag is a corporation that registered with the SEC in 2018 and operates under individual ownership. The firm serves primarily individual and family clients and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Its advisory scope includes discretionary and non‑discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, plus publication of periodicals/newsletters and delivery of educational seminars and workshops. Alpen is not flagged as an active ESG investor and is not designated as a multi-state adviser.