TrueAdvisor
TrueAdvisor
AB
AB

Alexandra Romeo Boyles

Alpha Capital Family Office, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net WorthBusiness Owners
Alpha Capital Family Office, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
145 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$217.4M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

5750 S. Ulster Circle East, Suite 300, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alpha Capital Family Office, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Citigroup Global Markets INC.
January 2023 - July 2024 · 1 yr 6 mos
Citi Private Alternatives, LLCBroker
December 2022 - July 2024 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
December 2022 - July 2024 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
November 2018 - October 2022 · 3 yrs 11 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.