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      Details

      Alt Capitalis Provides Institutional Thinking for Individual Investors

      General Info

      Alt Capitalis Provides Institutional Thinking for Individuals regarding Investment, Financial and Wealth Management Advice Investment Portfolio Management: Stocks & Bonds ETFs, Mutual Funds Alternative Investments: Including but not limited to: - Private Placements (VC, PE, HF) - RE Funds (Including REITS), MLPs - Socially Responsible Investments, Alternative Energy - Review Crowdfunding Investments - Review Esoteric Investments Subadvisory Services of Investment Advisers Financial Planning: Pension Plan Consulting Retirement Plans 401k Planning 403b Planning Profit Sharing Plans Roth, SEP and Simple IRAs College Plans / Educational IRA / 529 Plans Money Management Alternative Capitalis, LLC is a Registered Investment Adviser More information available: http://www.altcapitalis.com/ http://www.altcapitalis.com/disclosurepdf/ http://www.altcapitalis.com/privacypolicyalternativecapitalisllcpdf/

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat

      Contact Info

      Phone:

      Main - 551-258-3476

      Address:
      71 Commercial St # 254 Boston, MA 02109
      Links:

      @AltCapitalis

      @AltCapitalis

      Reviews

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      Categories
      Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments
      Location
      Please call ahead to schedule appointments & meetings.
      Accreditation

      The exact name of the Domestic Limited Liability Company (LLC): ALTERNATIVE CAPITALIS, LLC Entity type: Domestic Limited Liability Company (LLC) Identification Number: 001205842 Old ID Number: Date of Organization in Massachusetts: 01-16-2016

      Associations
      CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), CRPC (Chartered Retirement Planning Counselor). Registered Investment Adviser. Investment Adviser Firm Summary can be found here: https://adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=282775 https://adviserinfo.sec.gov/IAPD/default.aspx
      Data provided by one or more of the following: Thryv, Data Axle, Yext.