Alternative Investment Advisors, LLC

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
336212
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Alternative Investment Advisors, LLC is registered as a limited liability company and operates as an independent registered investment adviser with an individual owner. The firm’s stated advisory activity is portfolio management for individuals and small businesses, and it also conducts insurance brokerage. Its fee model is based on a percentage of assets under management. FINTRX does not show an SEC registration year for the firm. The profile indicates the adviser is not positioned as a capital allocator, is not active on ESG investing, is not a multi-state adviser, and is not a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • David Harris

    David Harris

    Financial AdvisorCRD 1618282

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
6991 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth