Alpina Capital, LLC

Broker-DealerFINRA MemberEst. 2008
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 and is recorded as an SEC-registered adviser since 2008. The firm's ownership is listed as an individual owner and its regulatory classification in the dataset is "unclassified." The record identifies Alpina Capital as not being a capital allocator and not an active ESG investor; it is also not flagged as a multistate adviser, a pension consultant, or a related adviser. The dataset supplied does not include descriptive material about the firm’s investment approach, client segments, fee schedules, or day-to-day advisory activities. No affiliations or industry awards are reported in the available information.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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