Alphaglider LLC

Alphaglider LLC (CRD# 166218) is a financial advisory firm headquartered in San Francisco, CA. They manage $15,695,293 in 65 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $241,466
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
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.

CA, LA, TX

Financial Advisors at Alphaglider LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas A. Kirkpatrick
CRD#: 5239924
Ojai, CA
90
Wealthminder
score

Douglas Kirkpatrick (CRD# 5239924) is an Investment Advisor Representative working at Alphaglider LLC in Ojai, CA and has 1 year of experience in the finance industry.

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