Aikapa
Aikapa (CRD# 144517) is a financial advisory firm headquartered in Corte Madera, CA. They manage $31,196,906 in 153 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts153ACCOUNTS
-
Average Account Value$203,901
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA
Financial Advisors at Aikapa
1
Edi Alvarez (CRD# 5411952) is an Investment Advisor Representative working at Aikapa in Corte Madera, CA and has over 16 years of experience in the finance industry.
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