Alphasfuture LLC
RIAState Registered
Total AUM
$8.6M
Discretionary
$8.6M
100% of AUM
Avg account
$357K
Accounts
24
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299787
- Website
- alphasfuture.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.7%
- Individuals4.97%
- Charitable Organizations4.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alphasfuture LLC is an independently operated registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, along with small-business relationships, and focuses on discretionary portfolio management rather than acting as a multi-manager allocator. Its client billing combines AUM-based fees and fixed-fee arrangements. The firm does not identify as an active ESG investor and does not advertise pension consulting or multi-state advisory practices.
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 Equities94%
- Cash & Cash Equivalents6%
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
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