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ALPHAQ ADVISORS
ALPHAQ ADVISORS LLC
CRD 141006 · SEC 801-121907
941 W. MORSE BLVD., SUITE 100, WINTER PARK, FL, 32789, United States
Phone
407-982-4550
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.6M
Discretionary AUM
$79.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $20.6M |
| High net worth individuals | 22 | $69.9M |
| Corporations/business entities | 1 | $74K |
States served
NJ, TX, FL
Official SEC filing: View on IAPD