Alphaone Investment Services, LLC
Alphaone Investment Services, LLC (CRD# 149146) is a financial advisory firm headquartered in Berwyn, PA. They manage $273,490,169 in 27 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Alphaone Investment Services, LLC
By the Numbers
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Total Assets Under Management273MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$10,129,266
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, PA
Financial Advisors at Alphaone Investment Services, LLC
No Advisor Found.
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