AA
AA

Alexander Eric Alvarez

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
24,115 clients
Average Client Portfolio
$629K average
Assets Under Management
$15.2B

Fee Structure

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Location

9635 Maroon Circle, Suite 300, Englewood, CO, 80112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alexander is a partner at Swick & Associates, LLC, a CPA firm providing accounting, tax, and payroll services. This non-investment related activity takes nearly full-time hours.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.