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ALPERIN FINANCIAL SOLUTIONS, LLC
CRD 325714
500 VIKING DRIVE, SUITE 201, VIRGINIA BEACH, VA, 23452, United States
Phone
757-490-3500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ASSET ALLOCATION AND ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $5.0M |
| High net worth individuals | 22 | $40.0M |
Official SEC filing: View on IAPD