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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Defaria is an investment advisor representative at Alpha Squared Capital, LLC. Michael is registered with the state of Arizona and New Jersey. Michael has been in the industry since April 2019 and is licensed to provide financial planning and portfolio management services to individuals, corporations and pension and profit sharing plans. Michael holds the Series 65 license. Alpha Squared Capital, LLC specializes in providing investment advisory services to high net worth individuals, corporations, pension and profit sharing plans and individuals other than high net worth individuals. The firm has assets under management ranging from $10 million to $100 million.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
05/19/2021 - Present
Alpha Squared Capital, LLC (SCOTTSDALE AZ)
IA
Issued 07/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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