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ALEXIS INVESTMENT PARTNERS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$181.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 181.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 313394 |
| SEC Number | 801-121162 |
| Phone | (925) 457-5258 |
| Total Employees | 5 |
Client Count by Type (90 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 53 |
| High Net Worth Individual… | 30 |
| Charitable Organizations | 6 |
| Investment Companies | 1 |
County data not available for this organization.