Alpine Woods Capital Investors, LLC

Fee-Only (% of Portfolio)

Alpine Woods Capital Investors (AWCI) provides investment advisory services, primarily managing equity strategies for pooled investment vehicles (Private Funds) and unaffiliated institutional accounts. AWCI uses a "top down/bottom up" fundamental approach, balancing risk and opportunities by researching each security. AWCI does not directly manage investments for individual investors.

Assets Under Management$360M
Clients3
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Alpine Woods Capital Investors, LLC | TrueAdvisor