Aalexander LLC

Overview

Aalexander LLC is a very small, owner-operated independent registered investment adviser that provides financial planning and portfolio management to individuals, families and small business owners. The firm charges a mix of fee arrangements (ad valorem AUM fees, hourly work and fixed fees), and its regulatory filings show it operates mainly on a non‑discretionary basis. Investment activity is focused on public equities, with a clear preference for exchange‑traded instruments and pooled vehicles rather than complex institutional allocations. Aalexander LLC does not present itself as an ESG investor, does not act as a pension consultant, and is not structured as a capital allocator to outside private fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices