ALPHA PILOT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
335533

Firm profile

FINTRX

Overview

Alpha Pilot LLC is organized as a limited liability company and is classified in the data as a CPO/CTA (commodity pool operator or commodity trading advisor). The firm is owner-operated by an individual and is not described as a capital allocator or a multi-state registered adviser. Records indicate it does not identify as an active ESG investor and is not positioned as a pension consultant or family-office manager in the provided material. SEC registration year and standard advisory activity details are not specified.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Herman Cruz

    CRD 8066919

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

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Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth