Alphanso
RIAState Registered
Total AUM
$6.4M
Discretionary
$6.4M
100% of AUM
Avg account
$320K
Accounts
20
Employees
11
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 324030
- Registered since
- December 13, 2022
- Website
- alphanso.ai
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- HNWI95.31%
- Individuals4.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alphanso is an independent, individual-owned registered adviser operating out of New York that focuses on wealth management for individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its billing model includes subscription fees, fixed fees and performance-based fees. Alphanso does not position itself as a capital allocator and it does not market ESG investing as an active focus.
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
- Exchange Traded Equities80%
- Public Funds/Mutual Funds17%
- US Government Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations