Alphapoint, Inc.

EST. AUM
$5,557,761,894

CONTACTS
1

CLIENT ACCOUNTS
115

Firm Details

Metro area Los Angeles
CRD Number 130115
Website -
Client types

Overview

AlphaPoint, Inc., founded in May 2003 and based in Corona Del Mar, CA, offers investment advisory services primarily to pension and profit-sharing plans. With nearly $5 billion under advisement, the firm delivers Investment Policy Statement development, investment vehicle selection, performance monitoring, and employee communications. Their non-discretionary model empowers plan sponsors with control while providing fiduciary expertise and ongoing support.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Alphapoint, Inc.

Platform Details

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