Alsin Capital Management, Inc. is an adviser based in Escondido. It manages $27.45 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2002.
Alsin Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alsin Capital Management, Inc. is $27.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Alsin Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Arne Torsten Alsin has been acting as President since 1 Mar 1993. Glenn David Surowiec joined the executive team most recently as the Chief Compliance Officer.
The principal office where Alsin Capital Management, Inc. performs its advisory services is located at 2891 Oro Blanco Circle, Escondido, CA 92027 The mailing address of the firm is P.O. Box 300217, Escondido, CA 92030. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-525-7222 or by fax 610-436-1134. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.alsincapital.com.