Alpina Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
145794
Registered since
May 2, 2008

Firm profile

FINTRX

Overview

Alpina Capital, LLC is organized as a limited liability company owned by an individual. The firm is classified in the source data as “Unclassified,” and the record flags it as not a capital allocator, not an active ESG investor, and not a pension consultant. The profile contains no firm-level descriptions of investment strategies, target client segments, fee schedules, or advisory services; those items were not supplied in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Dante Bartoletti

    Securities Compliance ConsultantCRD 4541866

  • William Soden

    William Soden

    Managing PrincipalCRD 4208609

  • Sandra Koerner

    Sandra Koerner

    Managing DirectorCRD 5470506

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
55 Madison St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth