Next Alpha Capital, LLC

Next Alpha Capital, LLC (CRD# 285858) is a financial advisory firm headquartered in San Diego, CA. They manage $113,506 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4640 Cass Street #99606, San Diego, CA 92109
http://www.nextalphacapital.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $113,506
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Next Alpha Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Kelly, financial advisor San Diego CA
Patrick J. Kelly
CRD#: 6726033
San Diego, CA

Patrick Kelly (CRD# 6726033) is an Investment Advisor Representative working at Next Alpha Capital, LLC in San Diego, CA and has over 7 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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