ALPha+ Capital Management is a large advisory firm based in Long Beach. It manages $25.02 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
ALPha+ 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 ALPha+ Capital Management is $25.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% 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 ALPha+ Capital Management 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.
John Louis May has been acting as President since 1 Jul 1986. John Wallace joined the executive team most recently as the Secretary.
The principal office where ALPha+ Capital Management performs its advisory services is located at 235 E Broadway, Long Beach, CA 90802, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 562-435-5650 or by fax 562-495-0462. The normal business hours are 830am - 430pm on Monday - Friday.