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AlphaMark Advisors

810 Wrights Summit Pkwy Suite 100
Ft Wright, Kentucky 41011
United States
 
Contact :      Michael Simon
Phone :       859-957-1803
Fax :             859-957-1810
Email :         msimon@alphamarkadvisors.com
Web :           http://www.alphamarkadvisors.com

AlphaMark Advisors Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $351
Tax-Exempt Managed ($Mil) : $203
Taxable Assets Managed ($Mil) : $148
Year Founded : 1999
Wrap Programs Offered? : No
# of Accounts Managed : 414
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

AlphaMark Advisors History

Alpamark Advisors is a Registered Investment Advisor. Our firm provides an investment management approach which stresses the importance of owning high quality securities. We maintain a disciplined strategy of investing while striving to provide our clients with consistent quality growth. The result is long-term relationships that transcend momentary shifts in the market. Alphamark Advisors provides investment management to over 414 clients, caring for over 351 million. We are an independent firm offering impartial advisory services to individuals, corporations, trusts, retirement plans and fiduciaries. The professionals at Alphamark Advisors bring over 146 years of combined money management experience and their credentials include: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA-inactive), and Certified Financial Planner (CFP).

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
105
$75
 
Limited Partnership :
30
$73
 
Foundations :
5
$1
ERISA :
272
$152
Unions, Taft-Hartley :
Public :
Others :
2
$50
Total # of Professional : 5 Analysts : 2
Portfolio Managers : 2 Traders : 1
Client Service : 2 Operation : 1

AlphaMark Advisors Personnel

Mr.  Michael Simon

President/CEO
Tel : 859-957-1803
Email: msimon@alphamarkadvisors.com
Michael L. Simon has been working in the financial analysis and investment fields for over 18 years. He earned a B.S. in Accountancy from Northern Kentucky University in 1989. In 1992, he completed the requirements to receive the Certified Public Accountant designation. In December of 1993, Mike graduated from Xavier University with an MBA in Finance. To best serve his profession, Mike earned the Chartered Financial Analyst designation in 1996. His past experience includes Managing Financial Service Advisor at a local money management firm and Senior Portfolio Manager at a regional bank.

AlphaMark Advisors Product Name

Quality Large Cap Growth:Privately Managed Accounts
Quality Small Cap Growth:Privately Managed Accounts
Report Created: July,17 2018.  Copyright Money Manager Review , All rights Reserved.
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