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Roderick John Fertig

Alpha DNA Investment Management

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About Roderick John Fertig

Roderick John Fertig is a registered Investment Advisor Representative with Alpha DNA Investment Management. Roderick has been in the industry since April 2014. Roderick obtained his Series 65 license in December 2020. Roderick specializes in portfolio management for businesses and has worked at Alpha DNA in Denver, Colorado. He is currently registered in Colorado and is pending approval in Colorado. Roderick focuses on working with high net worth individuals and other investment advisors. Alpha DNA Investment Management is based in Columbia, Maryland and is registered in Colorado. The firm manages over 192 million dollars in assets.

Firm Information

Roderick Fertig is currently registered with Alpha DNA Investment Management. Alpha DNA Investment Management is an investment advisor located in Columbia, MD. The firm provides portfolio management services for businesses and other investment advisors. They have approximately $192,756,106 in regulatory assets under management.
Alpha DNA Investment Management

8860 COLUMBIA 100 PARKWAY

COLUMBIA, MD 21045

$192.76M

Assets Under Management

26

Total Clients

2

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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subadvisors to other investment advisors

Subadvisors to other investment advisors

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Roderick Fertig’s Registration & Firm History

CO

01/01/2025 - Present

Alpha DNA Investment Management (AURORA CO)

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Licenses & Designations

IA

Issued 12/08/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roderick John Fertig.
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