Alpha Strategies Corporation
Firm details
- Headquarters
- ,
- CRD number
- 153713
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI63.36%
- Individuals34.74%
- Corporations / Businesses1.3%
- Charitable Organizations0.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alpha Strategies Corporation is an independent, Virginia-registered investment advisory corporation that serves both individuals/families and institutional clients. The firm’s business model centers on discretionary portfolio management for individuals, small businesses, and other businesses or institutions. Ownership is held by an individual and compensation is a mix of percentage-of-AUM fees and performance-based fees. Alpha Strategies is not structured as a capital allocator; instead it implements portfolios that rely heavily on third-party vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
1 of 1John Herr
PresidentCRD 708248
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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