Unclaimed Profile

John Lui

ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC·SOUTH SAN FRANCISCO, California

Clean recordALPHA SOLUTIONS INVESTMENT ADVISORS, LLC

400 OYSTER POINT BLVD., SOUTH SAN FRANCISCO, CA 94080CRD# 5188925Firm CRD# 156541

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Lui · SOUTH SAN FRANCISCO, CA

Registration

CRD #5188925 · ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Lui is a registered financial advisor based in SOUTH SAN FRANCISCO, California, affiliated with ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC

ALPHA SOLUTIONS INVESTMENT ADVISORS

AUM

$172M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5188925

Firm CRD# 156541

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Lui offer?

John Lui specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in SOUTH SAN FRANCISCO, California for a consultation.

What are John Lui's credentials?

John Lui is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Lui located?

John Lui is based in SOUTH SAN FRANCISCO, California, working with ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC. Their office serves clients in the SOUTH SAN FRANCISCO metropolitan area and surrounding communities.

How does John Lui charge for services?

John Lui's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC?

ALPHA SOLUTIONS INVESTMENT ADVISORS, LLC has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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