Unclaimed Profile

Jeffrey Howard Shipley

ALPHA CAPITAL FAMILY OFFICE, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 6, Series 7, Series 24, Series 63Clean recordALPHA CAPITAL FAMILY OFFICE, LLC

5750 S. ULSTER CIRCLE EAST, GREENWOOD VILLAGE, CO 80111CRD# 3129955Firm CRD# 307521

Profile Verification

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

Identity

Jeffrey Howard Shipley · GREENWOOD VILLAGE, CO

Registration

CRD #3129955 · ALPHA CAPITAL FAMILY OFFICE, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

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 Jeffrey Howard Shipley offer?

Jeffrey Howard Shipley specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Jeffrey Howard Shipley's credentials?

Jeffrey Howard Shipley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Howard Shipley located?

Jeffrey Howard Shipley is based in GREENWOOD VILLAGE, Colorado, working with ALPHA CAPITAL FAMILY OFFICE, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Jeffrey Howard Shipley charge for services?

Jeffrey Howard Shipley'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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