Investment adviser · CRD 311452
ALICE FINANCIAL, LLC
Investment adviser filing (IA)
· Form ADV filed Jan 18, 2021
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 18, 2021. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CRD 311452
Filing source
Form ADV 1483031 · Jan 18, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.