Alps Portfolio Solutions Distributor, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
34
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
144464
Registered since
December 17, 2007

Firm profile

FINTRX

Overview

Alps Portfolio Solutions Distributor, Inc. is organized as a corporation and is classified as a fund distributor. The firm's profile indicates it functions in a distribution role rather than as a capital allocator or investment adviser, which suggests its primary activity is the placement and distribution of fund products rather than making portfolio management or advisory decisions. Ownership is listed as a combination of a domestic entity and an individual. Available records show limited operational detail: there is no indication that the firm engages in ESG-driven investing, pension consulting, multi-state advisory services, or related-adviser arrangements. Information on fee schedules, specific business lines, and advisory activities was not provided, so the firm's target client types and exact commercial model beyond distribution are not described in the source data.

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

Contacts

3 of 34
  • Anna Lautenbach

    Anna Lautenbach

    Senior Compliance AnalystCRD 5323484

  • Karl Zeller

    Karl Zeller

    Product SpecialistCRD 4290109

  • Tara Neckel

    Vice PresidentCRD 4051739

Unlock 31 more contacts →

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
1290 N Broadway
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth