ALTERNATIVE INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
336212
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Alternative Investment Advisors, LLC operates as a limited liability company that provides portfolio management services primarily for individuals and small businesses. The firm is involved in the insurance brokerage sector, which complements its advisory activities. While it does not actively engage in environmental, social, and governance (ESG) investing, it maintains a straightforward fee structure based on a percentage of assets under management (AUM). The firm is classified as unclassified and does not serve as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DAVID HARRIS

    PrincipalCRD 1618282

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

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
6991 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth