Alpine Road Financial
Firm details
- Headquarters
- ,
- CRD number
- 331538
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alpine Road Financial is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with services for selecting outside advisers and running educational seminars and workshops. Its fees include asset-based charges alongside hourly and fixed-fee arrangements. Alpine Road identifies as an active ESG investor and functions as a capital allocator, directing client capital to third-party managers in addition to managing public funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Nagy Jonathan
Founder and CCOCRD 7936847
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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