Alphanext, LLC

RIAState Registered
Total AUM
$68.5M
Discretionary
$67.7M
99% of AUM
Avg account
$2.4M
Accounts
28
Employees
2
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
297504
Registered since
July 19, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI88.18%
  • Individuals10.72%
  • Charitable Organizations1.1%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alphanext, LLC is an independent registered investment adviser organized as a limited liability company and registered in California. The firm is owned by an individual and provides fee-based portfolio management services to both individuals/families and institutional clients, with a pricing model that charges a percentage of assets under management. Its advisory focus centers on discretionary portfolio management for individuals, small businesses and institutions. Alphanext does not identify as an ESG investor, is not positioned as a multi-state adviser, and does not present itself as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 43%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities43%
  • Non-Exchange Traded Equities1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Brenda Gonzalez Calderon

    Brenda Gonzalez Calderon

    Vice President, Chief Operating OfficerCRD 6788206

Contacts

3 of 3
  • John Silvers

    CRD 5258120

  • Myron Kaufman

    Myron Kaufman

    Advisory Board MemberCRD 2214663

  • Robert Kahn

    Robert Kahn

    Managing Director and Portfolio ManagerCRD 2813068

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

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2121 Avenue Of The Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth