Alpha Concepts LLC
Firm details
- Headquarters
- Jericho, New York
- CRD number
- 331431
- Fee structure
- Performance Based Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alpha Concepts LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is individually owned and provides discretionary portfolio management services for both individuals/small businesses and for corporate or institutional clients. Its fee arrangement includes performance-based fees, and it does not identify as an active ESG investor, a pension consultant, a multi-state adviser, or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Joseph Kalinowski
Managing MemberCRD 2644317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jericho, NY
Nassau
Location
Jericho, NY
Headquartered in Jericho, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 390 N Broadway
- Time zone
- ET (UTC-5)
- Office locations
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