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Alphamark Advisors, LLC

Headquartered in FT. WRIGHT, KY

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Firm Information

Alphamark Advisors, LLC is an investment advisor based in FT. WRIGHT, KY. The firm manages $399,432,247 in client assets across 1,198 accounts. They offer a range of services including financial planning and portfolio management for individuals, businesses, and investment companies. Alphamark Advisors, LLC serves a variety of client types, including individuals, high-net-worth individuals, corporations, pension plans, and investment companies.

Alphamark Advisors, LLC

810 WRIGHT'S SUMMIT PARKWAY, SUITE 100

FT. WRIGHT, KY 41011

$399.43M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

ALPHAMARK ADVISORS, LLC has a total of 1 branch locations across the country.
location

FT. WRIGHT, KY

Advisors at Alphamark Advisors, LLC

View All 3 Advisors
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Kelly Elizabeth Owens

RA

FT. WRIGHT, KY

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Michael Louis Simon

CFA®, RA

FT. WRIGHT, KY

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Andrew Charles Becker

RA

FT. WRIGHT, KY

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Disclosures

There are no public disclosures for Alphamark Advisors, LLC.

Frequently Asked Questions (6)

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