American ALPha Advisors, LLC is a large advisory firm based in New York. It manages $184.8 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of New York.
American ALPha Advisors provides portfolio management for individuals and small businesses and pension consulting services. 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 American ALPha Advisors, LLC is $184.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay American ALPha Advisors, LLC for their services and products based on a percentage of assets under management. 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 firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of American ALPha Advisors is high net worth individuals with 9 clients and $153.27 million of assets under management. Among the 9 most similar advisory firms, American ALPha Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $184.8 million for 23 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
American ALPha Advisors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 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 doesn’t compensate 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 American ALPha Advisors, LLC performs its advisory services is located at 10 West 33 Rd Street, New York, NY 10001, 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 917-810-5530 or by fax N/A. The normal business hours are not applicable - office visits by appointment only on Other.