Alexander Read Investment Management, Inc. is a large advisory firm based in Winter Park. It manages $114.22 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 43 other states.
Alexander Read Investment Management provides portfolio management for individuals and small businesses. 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 Alexander Read Investment Management, Inc. is $114.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 265% 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 Alexander Read Investment Management, Inc. 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.
Alexander Read has been acting as President since 1 Dec 1997. Kerry Ann Merrigan joined the executive team most recently as the Vice President.
The principal office where Alexander Read Investment Management, Inc. performs its advisory services is located at 807 W Morse Blvd #105, Winter Park, FL 32789, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-629-2746 or by fax 407-628-2959. The normal business hours are 8:30a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.arinvestments.com.