Unclaimed Profile

Dora Louise Monahan

ALPHA CAPITAL FAMILY OFFICE, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 6, Series 7, Series 66Clean record12 years registeredALPHA CAPITAL FAMILY OFFICE, LLC

5750 S. ULSTER CIRCLE EAST, GREENWOOD VILLAGE, CO 80111CRD# 4763574Firm CRD# 307521

Profile Verification

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

Identity

Dora Louise Monahan · GREENWOOD VILLAGE, CO

Registration

CRD #4763574 · ALPHA CAPITAL FAMILY OFFICE, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALPHA CAPITAL FAMILY OFFICE, LLC

ALPHA CAPITAL MANAGEMENT GROUP LLC

May 2016 – Feb 2017

CENTENNIAL, CO

GALLACHER CAPITAL MANAGEMENT, LLC

Jul 2015 – Jul 2016

LONE TREE, CO

WELLS FARGO ADVISORS, LLC

May 2014 – Jun 2015

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · May 8, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA CAPITAL FAMILY OFFICE, LLC

CRD 307521 · SEC 801-118157

AUM

$140M

Regulatory assets under management

Employees

416 client accounts

Services offered by ALPHA CAPITAL FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALPHA CAPITAL FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Dora Louise Monahan offer?

Dora Louise Monahan specializes in Financial Planning, Investment Management.

What are Dora Louise Monahan's credentials?

Dora Louise Monahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dora Louise Monahan located?

Dora Louise Monahan is based in GREENWOOD VILLAGE, Colorado, last registered with ALPHA CAPITAL FAMILY OFFICE, LLC.

How does Dora Louise Monahan charge for services?

Dora Louise Monahan's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA CAPITAL FAMILY OFFICE, LLC?

ALPHA CAPITAL FAMILY OFFICE, LLC has approximately 5 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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