Alphamark Advisors, LLC

Alphamark Advisors, LLC (CRD# 109366) is a financial advisory firm headquartered in Fort Wright, KY. They manage $399,432,247 in 1,198 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011
http://www.alphamarkadvisors.com
By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    1,198
    ACCOUNTS
  • Average Account Value
    $333,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, LA, NC, OH, TX

Financial Advisors at Alphamark Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew Becker, financial advisor Fort Wright KY
Andrew C. Becker
CRD#: 4959123
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011

Andrew Becker (CRD# 4959123) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has over 18 years of experience in the finance industry.

2
Kelly Owens, financial advisor Fort Wright KY
Kelly E. Owens
CRD#: 5793107
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011

Kelly Owens (CRD# 5793107) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has over 13 years of experience in the finance industry.

3
Michael Simon, financial advisor Fort Wright KY
Michael L. Simon
CRD#: 4365604
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011

Michael Simon (CRD# 4365604) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has 1 year of experience in the finance industry.

4
Anthony Frambes, financial advisor Fort Wright KY
Anthony W. Frambes
CRD#: 7308845
810 Wright's Summit Parkway, Suite 100, Fort Wright, KY 41011

Anthony Frambes (CRD# 7308845) is an Investment Advisor Representative working at Alphamark Advisors, LLC in Fort Wright, KY and has over 3 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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