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ALPHAPOINT, INC.
CRD 130115 · SEC 801-62719
2101 EAST COAST HIGHWAY, SUITE 120, CORONA DEL MAR, CA, 92625, United States
Phone
714-290-4762
Fax
949-759-5719
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.56B
Discretionary AUM
$39.1M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 115 | $5.56B |
States served
CA, NM, NY, MO, HI
Official SEC filing: View on IAPD