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Alexandra Romeo Boyles

Alpha Capital Family Office, LLC

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About Alexandra Romeo Boyles

Alexandra Romeo Boyles is a financial advisor at Alpha Capital Family Office, LLC. Alexandra has been in the industry since 2018, and holds Series 63, Series 66, Series 7 and SIE licenses. Alexandra has experience working with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. Alexandra specializes in providing financial planning and portfolio management services. Alexandra has previously worked at Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and Citi Private Alternatives, LLC. Alexandra's firm, Alpha Capital Family Office, LLC, is based in Greenwood Village, CO and provides a variety of services to individuals, families, and businesses.

Firm Information

Alexandra Boyles is currently registered with Alpha Capital Family Office, LLC. Alpha Capital Family Office, LLC is a registered investment advisor based in Greenwood Village, Colorado. The firm provides financial planning, portfolio management for individuals, and consulting services. They manage approximately $140 million in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Alpha Capital Family Office, LLC

5750 S. ULSTER CIRCLE EAST

GREENWOOD VILLAGE, CO 80111

$140.23M

Assets Under Management

Not reported

Total Clients

7

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.

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consulting

Consulting

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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Alexandra Boyles’s Registration & Firm History

CO

07/24/2024 - Present

Alpha Capital Family Office, LLC (GREENWOOD VILLAGE CO)

CO

12/01/2022 - 07/22/2024

CITI PRIVATE ALTERNATIVES, LLC (Denver CO)

CO

12/01/2022 - 07/22/2024

CITIGROUP GLOBAL MARKETS INC. (DENVER CO)

TX

11/05/2018 - 10/23/2022

J.P. MORGAN SECURITIES LLC (Dallas TX)

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Licenses & Designations

BOTH

Issued 01/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandra Romeo Boyles.
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