Artificial Alpha Investments

RIAState Registered
Total AUM
$3.2M
Discretionary
$3.2M
100% of AUM
Avg account
$796K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
315902
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI88.36%
  • Individuals11.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Artificial Alpha Investments is a small, Colorado-based independent RIA organized as an LLC and owned by an individual. The firm concentrates on working with individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee model mixes a percentage of assets under management with hourly charges, suggesting engagement structures that range from ongoing advisory relationships to project-based planning work. The firm does not position itself as a capital allocator and is not an active ESG investor. It operates as a single-state adviser and does not list pension consulting or related-adviser activities on its public filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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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

, null

Location

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Headquartered in , null.

Office locations

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