Alsin Capital Management, Inc. (Escondido)

Name: Alsin Capital Management, Inc.
Address: 2891 Oro Blanco Circle, Escondido, CA, 92027
Telephone: 800-525-7222

Alsin Capital Management, Inc. is an adviser based in Escondido. It manages $27.45 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2002.

Alsin Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alsin Capital Management: assets under management

The assets under management (AUM) of Alsin Capital Management, Inc. is $27.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Alsin Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Alsin Capital Management, Inc.

Arne Torsten Alsin has been acting as President since 1 Mar 1993. Glenn David Surowiec joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arne Torsten Alsin	President	1 Mar 1993	75% - 100%	1522405
Glenn David Surowiec	Portfolio manager/chief compliance officer	1 Aug 2001	Other	4557641
Glenn David Surowiec	Chief compliance officer	1 Sep 2004	Other	4557641

Based in Escondido

The principal office where Alsin Capital Management, Inc. performs its advisory services is located at 2891 Oro Blanco Circle, Escondido, CA 92027 The mailing address of the firm is P.O. Box 300217, Escondido, CA 92030. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-525-7222 or by fax 610-436-1134. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.alsincapital.com.