Claim Profile
LM

Laura Mok

ALAPOCAS INVESTMENT PARTNERS, INC.·BEVERLY, Massachusetts
Unclaimed Profile
50 DUNHAM RIDGE, BEVERLY, MA 01915CRD# 1020946Firm CRD# 300841
01

About

Laura Mok is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with ALAPOCAS INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ALAPOCAS INVESTMENT PARTNERS, INC.
ALAPOCAS INVESTMENT PARTNERS, INC.
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1020946
Firm CRD# 300841
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY?

Browse all registered financial advisors in BEVERLY, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Laura Mok offer?
Laura Mok specializes in Investment Management, Wealth Management. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Laura Mok's credentials?
Laura Mok is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laura Mok located?
Laura Mok is based in BEVERLY, Massachusetts, working with ALAPOCAS INVESTMENT PARTNERS, INC.. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Laura Mok charge for services?
Laura Mok's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALAPOCAS INVESTMENT PARTNERS, INC.?
ALAPOCAS INVESTMENT PARTNERS, INC. has approximately 3 employees and manages $193M 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 →
Browse by specialty