ALUMINA INVESTMENT MANAGEMENT, LLC

ALUMINA INVESTMENT MANAGEMENT
CHARLOTTE, North Carolina·3 registered advisors·CRD# 164273
SEC# 801-767820980-233-3000
01

Firm Overview

AUM
$12.0B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Other
Compensation
Subscription fees
Other: FEE DETERMINED AS A % OF CLIENT TOTAL CAPITAL
03

Specialties

Wealth Management
04

Advisors at ALUMINA INVESTMENT MANAGEMENT, LLC

3 registered advisors
Caren Margaret Sterner
CHARLOTTE, North Carolina
Gregory Alexander Kares
CHARLOTTE, North Carolina
Kevin Patrick Sweeney
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ALUMINA INVESTMENT MANAGEMENT, LLC (CRD# 164273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.