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Alpha DNA Investment Management

Headquartered in COLUMBIA, MD

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Firm Information

Alpha DNA Investment Management is an investment advisor located in Columbia, MD. The firm provides portfolio management services for businesses and other investment advisors. They have approximately $192,756,106 in regulatory assets under management.

Alpha DNA Investment Management

8860 COLUMBIA 100 PARKWAY

COLUMBIA, MD 21045

$192.76M

Assets Under Management

26

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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subadvisors to other investment advisors

Subadvisors to other investment advisors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

ALPHA DNA INVESTMENT MANAGEMENT has a total of 2 branch locations across the country.
location

AURORA, CO

location

COLUMBIA, MD

Advisors at Alpha DNA Investment Management

View All 2 Advisors
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Roderick John Fertig

RA

COLUMBIA, MD

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Wayne Patrick Ferbert

RA

COLUMBIA, MD

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Disclosures

There are no public disclosures for Alpha DNA Investment Management.

Frequently Asked Questions (6)

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