Unclaimed Profile

Patrick Russell Cleary

ALPHA ARCHITECT, LLC·HAVERTOWN, Pennsylvania

Clean recordALPHA ARCHITECT, LLC

19 E EAGLE ROAD, HAVERTOWN, PA 19083CRD# 6394372Firm CRD# 153905

Profile Verification

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

Identity

Patrick Russell Cleary · HAVERTOWN, PA

Registration

CRD #6394372 · ALPHA ARCHITECT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Russell Cleary 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ALPHA ARCHITECT, LLC

ALPHA ARCHITECT

AUM

$712M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALPHA ARCHITECT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6394372

Firm CRD# 153905

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Frequently Asked Questions

What services does Patrick Russell Cleary offer?

Patrick Russell Cleary specializes in Investment Management, Wealth Management. Contact their office in HAVERTOWN, Pennsylvania for a consultation.

What are Patrick Russell Cleary's credentials?

Patrick Russell Cleary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Russell Cleary located?

Patrick Russell Cleary is based in HAVERTOWN, Pennsylvania, working with ALPHA ARCHITECT, LLC. Their office serves clients in the HAVERTOWN metropolitan area and surrounding communities.

How does Patrick Russell Cleary charge for services?

Patrick Russell Cleary'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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