Alpina Capital, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
145794
Registered since
May 2, 2008

Firm profile

FINTRX

Overview

Alpina Capital, LLC is organized as a limited liability company and has been SEC-registered since 2008. The ownership is listed as individual ownership and FINTRX classifies the firm as "Unclassified." The record indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser, is not flagged as newly formed, and is not noted as a pension consultant or related adviser. FINTRX does not provide descriptive information about the firm's advisory activities, fee structure, client types, or investment preferences, so there is no database detail on how the firm sources mandates, constructs portfolios, or positions itself in the market.

Assets & Accounts

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

Contacts

3 of 6
  • Dante Bartoletti

    Securities Compliance ConsultantCRD 4541866

  • William Soden

    William Soden

    Managing PrincipalCRD 4208609

  • Sandra Koerner

    Sandra Koerner

    Managing DirectorCRD 5470506

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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

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
55 Madison St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth