Unclaimed Profile

Daniel Herbert Owens

ALPHAMARK ADVISORS, LLC·FT. WRIGHT, Kentucky

Clean recordALPHAMARK ADVISORS, LLC

810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FT. WRIGHT, KY 41011CRD# 6040027Firm CRD# 109366

Profile Verification

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

Identity

Daniel Herbert Owens · FT. WRIGHT, KY

Registration

CRD #6040027 · ALPHAMARK ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Herbert Owens is a registered financial advisor based in FT. WRIGHT, Kentucky, affiliated with ALPHAMARK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALPHAMARK ADVISORS, LLC

AUM

$399M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHAMARK ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6040027

Firm CRD# 109366

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Herbert Owens offer?

Daniel Herbert Owens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. WRIGHT, Kentucky for a consultation.

What are Daniel Herbert Owens's credentials?

Daniel Herbert Owens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Herbert Owens located?

Daniel Herbert Owens is based in FT. WRIGHT, Kentucky, working with ALPHAMARK ADVISORS, LLC. Their office serves clients in the FT. WRIGHT metropolitan area and surrounding communities.

How does Daniel Herbert Owens charge for services?

Daniel Herbert Owens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHAMARK ADVISORS, LLC?

ALPHAMARK ADVISORS, LLC has approximately 6 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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