Alapocas Investment Partners, Inc.

Alapocas Investment Partners, Inc. (CRD# 300841) is a financial advisory firm headquartered in Beverly, MA. They manage $193,493,051 in 117 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
50 Dunham Ridge, Suite 3100, Beverly, MA 01915
https://www.alapocasip.com
By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $1,653,787
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TN

Financial Advisors at Alapocas Investment Partners, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Lemons, financial advisor Beverly MA
David W. Lemons
CRD#: 2186961
50 Dunham Ridge, Suite 3100, Beverly, MA 01915

David Lemons (CRD# 2186961) is an Investment Advisor Representative working at Alapocas Investment Partners, Inc. in Beverly, MA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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