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ALEXIS INVESTMENT PARTNERS, LLC
ALEXIS INVESTMENT PARTNERS, LLC
2 registered advisors
·
CRD# 313394
SEC# 801-121162
0
(925) 457-5258
01
Firm Overview
AUM
$160M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ALEXIS INVESTMENT PARTNERS, LLC
2 registered advisors
Alexis Viroya Browne
MONTGOMERY, Texas
CRD# 7262063
Jason William Browne
MONTGOMERY, Texas
CRD# 2624951
05
Office Locations
MONTGOMERY, Texas
2 advisors
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Data sourced from SEC Form ADV filings. ALEXIS INVESTMENT PARTNERS, LLC (CRD# 313394) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.