Aikapa (CRD# 144517) is a financial advisory firm headquartered in Corte Madera, CA. They manage $10,362,248 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$172,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Edi Alvarez (CRD# 5411952) is an Investment Advisor Representative working at Aikapa in Corte Madera, CA and has over 10 years of experience in the finance industry.