Alphamint Financial

Overview

Alphamint Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, combining fee-based portfolio management (percentage of AUM) with commission-based product distribution. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Alphamint also operates as an insurance broker, which suggests it places insurance solutions alongside investment advice. The firm does not position itself as a capital allocator or multi-state adviser and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives