Alphacopia
Firm details
- Headquarters
- ,
- CRD number
- 315231
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.92%
- Pooled Investment Vehicles15.87%
- Individuals8.91%
- Corporations / Businesses0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alphacopia is an independent registered investment adviser organized as an LLC and operated by an individual owner. Its client base spans high-net-worth individuals and families as well as institutional relationships. The firm provides financial planning and portfolio management across individual, pooled vehicle, and institutional account types. Alphacopia also functions as an insurance broker and has capacity as a CPO/CTA, and it charges a mix of percentage-of-AUM, fixed, and performance-based fees. The adviser does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities69%
- Public Funds/Mutual Funds17%
- State & Local Bonds8%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Bryan Pattee
Managing Member and Co-FounderCRD 7385936
Aslam Mukhtiar
Co-Founder and Managing MemberCRD 7385931
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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