Alphemita Financial Services
Alphemita Financial Services (CRD# 310957) is a financial advisory firm headquartered in , . They manage $6,124,124 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Alphemita Financial Services
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$185,580
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Alphemita Financial Services
1
Donita Baze (CRD# 5374365) is an Investment Advisor Representative working at Alphemita Financial Services in Estes Park, CO and has over 10 years of experience in the finance industry.
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