ALPHAQ ADVISORS LLC

ALPHAQ ADVISORS
WINTER PARK, Florida·3 registered advisors·CRD# 141006
SEC# 801-1219071407-982-4550
01

Firm Overview

AUM
$332M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALPHAQ ADVISORS LLC

3 registered advisors
D. Michael Mathes
ORLANDO, Florida
Nathaniel Knight Mathes
ORLANDO, Florida
Syed Rizvi
WINTER PARK, Florida
05

Office Locations

ORLANDO, Florida
2 advisors
WINTER PARK, Florida
1 advisor

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Data sourced from SEC Form ADV filings. ALPHAQ ADVISORS LLC (CRD# 141006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.