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).
Total Assets Under Management13MILLION
Total Number of Accounts97ACCOUNTS
Average Account Value$134,559
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Dawneen Oehlerich (CRD# 1568906) is an Investment Advisor Representative working at Alba Capital Management in Whitefish, MT and has over 29 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.