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Alec Scott Berens

Attessa Capital LLC

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About Alec Scott Berens

Alec Berens is an Investment Advisor Representative with Attessa Capital LLC. Alec is registered with the state of Arizona and Texas. Alec is a Series 65 licensed professional. Alec has worked in the financial industry since 2015. Alec has prior experience at Sterling Investment Management, Inc., JMP Securities, and Diamond Ventures.

Firm Information

Alec Berens is currently registered with Attessa Capital LLC. Attessa Capital LLC is a Tucson, Arizona-based investment advisor with approximately $259 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. Attessa Capital also publishes periodicals for its clients.
Attessa Capital LLC

3060 N SWAN RD

TUCSON, AZ 85712

$259.07M

Assets Under Management

Not reported

Total Clients

5

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Free

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Alec Berens’s Registration & Firm History

AZ

05/08/2020 - Present

Attessa Capital LLC (TUCSON AZ)

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Licenses & Designations

IA

Issued 05/11/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alec Scott Berens.
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