Alexis Investment Partners, LLC

Alexis Investment Partners, LLC (CRD# 313394) is a financial advisory firm headquartered in , . They manage $159,992,498 in 217 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
https://www.linkedin.com/company/alexis-investment-partners/about/
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $737,293
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NJ, NY, PA, SD, TX

Financial Advisors at Alexis Investment Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason Browne, financial advisor Montgomery TX
Jason W. Browne
CRD#: 2624951
Montgomery, TX

Jason Browne (CRD# 2624951) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Montgomery, TX and has over 28 years of experience in the finance industry.

2
Martin Kreisler, financial advisor Oxnard CA
Martin H. Kreisler
CRD#: 2765309
Oxnard, CA

Martin Kreisler (CRD# 2765309) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Oxnard, CA and has 1 year of experience in the finance industry.

3
Alexis Roberts, financial advisor Montgomery TX
Alexis V. Roberts
CRD#: 7262063
Montgomery, TX

Alexis Roberts (CRD# 7262063) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Montgomery, TX and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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