ALPhastream Portfolios, Inc. (Savannah)

Name: ALPhastream Portfolios, Inc.
Address: 15 Lake Street, Savannah, GA, 31411 2971
Telephone: 912-598-4480

ALPhastream Portfolios, Inc. is an adviser based in Savannah. It manages $8.19 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Georgia.

ALPhastream Portfolios provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPhastream Portfolios: assets under management

The assets under management (AUM) of ALPhastream Portfolios, Inc. is $8.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.19 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay ALPhastream Portfolios, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Savannah

The principal office where ALPhastream Portfolios, Inc. performs its advisory services is located at 15 Lake Street, Savannah, GA 31411 2971, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 912-598-4480 or by fax 912-598-7020. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at alphastreamports.com.

ALPhastream Portfolios, Inc. (Savannah)

ALPhastream Portfolios: assets under management

Fees & Commissions

Based in Savannah

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