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David Michael jude Curiel

Alphacore Capital LLC

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About David Michael jude Curiel

David Curiel is a Certified Financial Planner and Investment Advisor Representative at Alphacore Capital LLC. David Curiel has been with Alphacore Capital LLC since February 2022. David Curiel is registered with the state of California and is currently approved to provide investment advisory services. David Curiel has been in the financial industry since March 2013. Alphacore Capital LLC is an SEC-registered investment advisor with a focus on institutional consulting and client servicing. Alphacore Capital LLC provides financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Alphacore Capital LLC has a total of 3,059 clients with assets under management totaling $2,441,972,009.

Firm Information

David Curiel is currently registered with Alphacore Capital LLC. Alphacore Capital LLC is an investment advisor based in LA JOLLA, CA with $2.44 billion in regulatory assets under management. The firm advises individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer portfolio management, financial planning, and institutional consulting services.
Alphacore Capital LLC

875 PROSPECT STREET

LA JOLLA, CA 92037

$2.44B

Assets Under Management

1

Total Clients

24

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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institutional consulting and client servicing

Institutional consulting and client servicing

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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David Curiel’s Registration & Firm History

CA

03/06/2024 - Present

Alphacore Capital LLC (LA JOLLA CA)

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Licenses & Designations

IA

Issued 10/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael jude Curiel.
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