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ALPHAQ ADVISORS LLC
ALPHAQ ADVISORS LLC
ALPHAQ ADVISORS
WINTER PARK, Florida
·
3 registered advisors
·
CRD# 141006
SEC# 801-121907
1
407-982-4550
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 Planning
Investment Management
Wealth Management
04
Advisors at ALPHAQ ADVISORS LLC
3 registered advisors
D. Michael Mathes
ORLANDO, Florida
CRD# 6102981
Nathaniel Knight Mathes
ORLANDO, Florida
CRD# 4782691
Syed Rizvi
WINTER PARK, Florida
CRD# 4790942
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
.