ALPHAQ ADVISORS
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 141006
- Registered since
- July 30, 2021
- Website
- www.havenprivate.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI77.18%
- Individuals22.74%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alphaq Advisors is an independent registered investment adviser formed in 2021 and organized as an LLC. The firm works with both individuals and families as well as institutional clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions. Its fee model combines a percentage-of-assets arrangement with hourly billing. Alphaq does not present itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities18%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1SYED RIZVI
Managing Director, Chief Compliance OfficerCRD 4790942
Contacts
1 of 1PETER MATARAS
Financial AdvisorCRD 4224066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$37.7M in ETFs
91%
$34.2M
9%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $6.6M | 66,227 | 17.38% |
Location
WINTER PARK, FL
ORANGE
Location
WINTER PARK, FL
Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 941 W Morse Blvd
- Time zone
- ET (UTC-5)
- Office locations
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