Alps Portfolio Solutions Distributor, Inc.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
144464
Registered since
December 17, 2007

Firm profile

FINTRX

Overview

Alps Portfolio Solutions Distributor, Inc. is a corporation registered with the SEC in 2007 that functions as a fund distributor rather than an investment manager or capital allocator. The firm's registration and classification indicate its primary role is distribution of funds rather than providing advisory or portfolio-management services. Ownership is identified as a combination of a domestic entity and an individual. The firm is not identified as a multi-state investment adviser, pension consultant, or related adviser, and it is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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 33
  • Anna Lautenbach

    Anna Lautenbach

    Senior Compliance AnalystCRD 5323484

  • Karl Zeller

    Karl Zeller

    Product SpecialistCRD 4290109

  • Tara Neckel

    Vice PresidentCRD 4051739

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
1290 N Broadway
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth