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Alex Morgan Feyche

Hoffman Capital Advisors LLC

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About Alex Morgan Feyche

Alex Feyche is an Investment Advisor Representative with Hoffman Capital Advisors LLC, based in Cranberry Twp, PA. Alex has been in the financial services industry since July 2019. Before joining Hoffman Capital Advisors LLC, Alex was an Investment Advisor Representative at Ameritas Investment Company, LLC. Alex is registered in Pennsylvania as an Investment Advisor Representative and holds the Series 66, Series 7TO and SIE licenses. Alex specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Alex Feyche is currently registered with Hoffman Capital Advisors LLC. Hoffman Capital Advisors LLC is a registered investment advisor based in Cranberry Twp, PA. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. They manage approximately $133.49 million in assets for 693 clients. The firm participates in wrap fee programs.
Hoffman Capital Advisors LLC

2009 MACKENZIE WAY

CRANBERRY TWP, PA 16066

$133.49M

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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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.

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Alex Feyche’s Registration & Firm History

PA

01/31/2020 - Present

Hoffman Capital Advisors LLC (CRANBERRY TWP PA)

PA

08/01/2019 - 01/31/2020

AMERITAS INVESTMENT COMPANY, LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 10/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alex Morgan Feyche.
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