Alethea Capital Management, LLC
Alethea Capital Management, LLC (CRD# 156500) is a financial advisory firm headquartered in , . They manage $167,885,982 in 112 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Alethea Capital Management, LLC
By the Numbers
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Total Assets Under Management168MILLION
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Total Number of Accounts112ACCOUNTS
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Average Account Value$1,498,982
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Alethea Capital Management, LLC
1
Tony Hsu (CRD# 2725513) is an Investment Advisor Representative working at Alethea Capital Management, LLC in Rancho Santa Fe, CA and has over 27 years of experience in the finance industry.
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