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Brandon Dale Koepke

ALPHA ARCHITECT, LLC·HAVERTOWN, Pennsylvania
Unclaimed Profile
19 E EAGLE ROAD, HAVERTOWN, PA 19083CRD# 6874690Firm CRD# 153905
01

About

Brandon Dale Koepke is a registered financial advisor based in HAVERTOWN, Pennsylvania, affiliated with ALPHA ARCHITECT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ALPHA ARCHITECT, LLC
ALPHA ARCHITECT
AUM
$712M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ALPHA ARCHITECT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6874690
Firm CRD# 153905
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Dale Koepke offer?
Brandon Dale Koepke specializes in Investment Management, Wealth Management. Contact their office in HAVERTOWN, Pennsylvania for a consultation.
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, working with ALPHA ARCHITECT, LLC. Their office serves clients in the HAVERTOWN metropolitan area and surrounding communities.
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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Other advisors in HAVERTOWN
John Robert Vogel — ALPHA ARCHITECT, LLCJessica Dawn Leighty — EMPOWERED FUNDS, LLCDavid Michael Babulak — ALPHA ARCHITECT, LLCPatrick Russell Cleary — ALPHA ARCHITECT, LLCWesley Robert Gray — ALPHA ARCHITECT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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