Alba Capital Management

Alba Capital Management (CRD# 143438) is a financial advisory firm headquartered in Whitefish, MT. They manage $13,052,187 in 97 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $134,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT, UT

Financial Advisors at Alba Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Dawneen V. Oehlerich
CRD#: 1568906
214 West 2nd Street, Whitefish, MT 59937
86
Wealthminder
score

Dawneen Oehlerich (CRD# 1568906) is an Investment Advisor Representative working at Alba Capital Management in Whitefish, MT and has over 30 years of experience in the finance industry. Dawneen Oehlerich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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