Alexis Investment Partners, LLC
Alexis Investment Partners, LLC (CRD# 313394) is a financial advisory firm headquartered in , . They manage $159,992,498 in 217 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management160MILLION
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Total Number of Accounts217ACCOUNTS
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Average Account Value$737,293
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MA, NC, NJ, NY, PA, SD, TX
Jason Browne (CRD# 2624951) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Montgomery, TX and has over 28 years of experience in the finance industry.
Martin Kreisler (CRD# 2765309) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Oxnard, CA and has 1 year of experience in the finance industry.
Alexis Roberts (CRD# 7262063) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Montgomery, TX and has over 3 years of experience in the finance industry.