RIA Intelligence

ALPHAPOINT, INC.

CRD #130115 SEC #801-62719 CORONA DEL MAR, CA 714-290-4762
SEC Registered
Total AUM
$5B
Discretionary
$32.2M
Employees
1
Clients
25
Accounts
115

AUM Over Time

DateMar 2025
Total AUM$5B
Discretionary$32.2M
Non-Disc.$4.9B
Employees1
Clients3
DateMar 2024
Total AUM$4.6B
Discretionary$33M
Non-Disc.$4.5B
Employees1
Clients3
DateMar 2023
Total AUM$4B
Discretionary$35.2M
Non-Disc.$4B
Employees1
Clients3
DateMay 2022
Total AUM$4.7B
Discretionary$42.8M
Non-Disc.$4.7B
Employees1
Clients0
DateMar 2022
Total AUM$4.7B
Discretionary$42.8M
Non-Disc.$4.7B
Employees1
Clients0
DateApr 2021
Total AUM$4.1B
Discretionary$18.2M
Non-Disc.$4.1B
Employees1
Clients0
DateMar 2020
Total AUM$3.6B
Discretionary$29.5M
Non-Disc.$3.6B
Employees1
Clients0
DateMar 2018
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees1
Clients1
DateApr 2017
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees1
Clients125