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Stephanie L Allgeyer

ALPHAMARK ADVISORS, LLC·FT. WRIGHT, Kentucky
Unclaimed Profile
810 WRIGHT'S SUMMIT PARKWAY, SUITE 100, FT. WRIGHT, KY 41011CRD# 6776631Firm CRD# 109366
01

About

Stephanie L Allgeyer 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
ALPHAMARK ADVISORS, LLC
ALPHAMARK ADVISORS, LLC
AUM
$399M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6776631
Firm CRD# 109366
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie L Allgeyer offer?
Stephanie L Allgeyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. WRIGHT, Kentucky for a consultation.
What are Stephanie L Allgeyer's credentials?
Stephanie L Allgeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie L Allgeyer located?
Stephanie L Allgeyer 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 Stephanie L Allgeyer charge for services?
Stephanie L Allgeyer'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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