Unclaimed Profile

Brandon Dale Koepke

ALPHA ARCHITECT, LLC·HAVERTOWN, Pennsylvania

Series 3, Series 65Clean record8 years registeredALPHA ARCHITECT, LLC

19 E EAGLE ROAD, HAVERTOWN, PA 19083CRD# 6874690Firm CRD# 153905

Profile Verification

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

Identity

Brandon Dale Koepke · HAVERTOWN, PA

Registration

CRD #6874690 · ALPHA ARCHITECT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALPHA ARCHITECT, LLC

ALPHA ARCHITECT

Dec 2017 – Sep 2023

HAVERTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · December 2, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA ARCHITECT, LLC

CRD 153905 · SEC 801-71697

AUM

$712M

Regulatory assets under management

Employees

170 client accounts

Services offered by ALPHA ARCHITECT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ALPHA ARCHITECT, LLC →

Introduction

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Frequently Asked Questions

What services does Brandon Dale Koepke offer?

Brandon Dale Koepke specializes in Investment Management, Wealth Management.

What are Brandon Dale Koepke's credentials?

Brandon Dale Koepke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Dale Koepke located?

Brandon Dale Koepke is based in HAVERTOWN, Pennsylvania, last registered with ALPHA ARCHITECT, LLC.

How does Brandon Dale Koepke charge for services?

Brandon Dale Koepke'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 ALPHA ARCHITECT, LLC?

ALPHA ARCHITECT, LLC has approximately 9 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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