ALPhasource Investment Counsel, Inc is a large advisory firm based in Houston. It manages $94.22 million of regulatory assets for 826 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 39 other states.
ALPhasource Investment Counsel 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.
The assets under management (AUM) of ALPhasource Investment Counsel, Inc is $94.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 520% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay ALPhasource Investment Counsel, 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.
Robert Martin Wyrick has been acting as President since 1 Jul 2007. Rita Carol Defloreo joined the executive team most recently as the Chief Compliance Officer.
The principal office where ALPhasource Investment Counsel, Inc performs its advisory services is located at 2500 Wilcrest Drive, Houston, TX 77042, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-940-4932 or by fax 713-333-2705. The normal business hours are 8am-5pm on Monday - Friday.