ALPhaengine Global Investment Solutions LLC is a large advisory firm based in Plano. It manages $2.19 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.
ALPhaengine Global Investment Solutions provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of ALPhaengine Global Investment Solutions LLC is $2.19 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay ALPhaengine Global Investment Solutions LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of ALPhaengine Global Investment Solutions is pension and profit sharing plans with 4 clients and $2.19 billion of assets under management. Among the 12 most similar advisory firms, ALPhaengine Global Investment Solutions has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $2.19 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.
ALPhaengine Global Investment Solutions doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where ALPhaengine Global Investment Solutions LLC performs its advisory services is located at 5600 Tennyson Parkway, Plano, TX 75024 7181, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-550-0460. The normal business hours are 9am to 5 pm on Monday - Friday. You can find more information about the New York firm at alphaengine.net.