Alchemy Advisors Review

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Alchemy Advisors, federally registered in 2015, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 5 advisors. Alchemy Advisors manages $291.3 million and provides investment advisory services for 829 clients (1:166 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $351,398
Hybrid Advisor No
Disciplinary History No
Total AUM $291.3 million
Advisor / Client Ratio 1:166
Headquarters Lake Forest, IL
SEC Filings Forms and Brochures    (CRD # 172555)
State(s) Registered AZ, CA, CO, FL, IL, MN, NE, TX, WI

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