Alphanext, LLC

Overview

Alphanext, LLC is an independent registered investment adviser organized as a limited liability company and registered in California. The firm is owned by an individual and provides fee-based portfolio management services to both individuals/families and institutional clients, with a pricing model that charges a percentage of assets under management. Its advisory focus centers on discretionary portfolio management for individuals, small businesses and institutions. Alphanext does not identify as an ESG investor, is not positioned as a multi-state adviser, and does not present itself as a capital allocator, pension consultant, or related adviser.

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Public Holdings

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Location & Offices