Unclaimed Profile

Jeffrey Howard Shipley

ALPHA CAPITAL FAMILY OFFICE, LLC·GREENWOOD VILLAGE, Colorado

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Howard Shipley is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with ALPHA CAPITAL FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALPHA CAPITAL FAMILY OFFICE, LLC

AUM

$140M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHA CAPITAL FAMILY OFFICE, LLC →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 3129955

Firm CRD# 307521

View on FINRA BrokerCheck →

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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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