Unclaimed Profile

Alphonsus Marcelis

SMALL ENTERPRISE ASSISTANCE FUNDS·WASHINGTON, District of Columbia

SMALL ENTERPRISE ASSISTANCE FUNDS

1500 K STREET NW, WASHINGTON, DC 20005CRD# 7358333Firm CRD# 161539

Profile Verification

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

Identity

Alphonsus Marcelis · WASHINGTON, DC

Registration

CRD #7358333 · SMALL ENTERPRISE ASSISTANCE FUNDS

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Alphonsus Marcelis is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with SMALL ENTERPRISE ASSISTANCE FUNDS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

Speak with Alphonsus

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alphonsus is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SMALL ENTERPRISE ASSISTANCE FUNDS

SEAF

AUM

$112M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SMALL ENTERPRISE ASSISTANCE FUNDS →

Services

Pension consulting

Charitable organization or education services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7358333

Firm CRD# 161539

View on FINRA BrokerCheck →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alphonsus Marcelis offer?

Alphonsus Marcelis specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are Alphonsus Marcelis's credentials?

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

Where is Alphonsus Marcelis located?

Alphonsus Marcelis is based in WASHINGTON, District of Columbia, working with SMALL ENTERPRISE ASSISTANCE FUNDS. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does Alphonsus Marcelis charge for services?

Alphonsus Marcelis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMALL ENTERPRISE ASSISTANCE FUNDS?

SMALL ENTERPRISE ASSISTANCE FUNDS has approximately 55 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →