Alpha Dna Investment Management

Alpha Dna Investment Management (CRD# 288198) is a financial advisory firm headquartered in Columbia, MD. They manage $192,756,106 in 1,038 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8860 Columbia 100 Parkway, Suite 301, Columbia, MD 21045
https://www.alphadnaim.com/
By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    1,038
    ACCOUNTS
  • Average Account Value
    $185,700
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MD, TX

Financial Advisors at Alpha Dna Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Wayne Ferbert, financial advisor Columbia MD
Wayne P. Ferbert
CRD#: 4520127
8860 Columbia 100 Parkway, Suite 301, Columbia, MD 21045

Wayne Ferbert (CRD# 4520127) is an Investment Advisor Representative working at Alpha Dna Investment Management in Columbia, MD and has over 13 years of experience in the finance industry.

2
Roderick Fertig, financial advisor Columbia MD
Roderick J. Fertig
CRD#: 7387490
8860 Columbia 100 Parkway, Suite 301, Columbia, MD 21045

Roderick Fertig (CRD# 7387490) is an Investment Advisor Representative working at Alpha Dna Investment Management in Columbia, MD 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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