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AIKAPA

ALVAREZ, EDI

CRD 144517

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201 CORTE MADERA AVE, CORTE MADERA, CA, 94925, United States

Phone

415-548-0257

Fax

800-267-8698

Registration

— (—)

Source

State registered

Total AUM

$44.3M

Discretionary AUM

$43.8M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminarsCOACHING

Client types

TypeClientsAUM
Individuals6$1.8M
High net worth individuals25$21.7M
Corporations/business entities18$20.7M

All web addresses on file

Official SEC filing: View on IAPD