Top financial advisors in Corona Del Mar, CA
We’ve curated a list of the best financial advisors in Corona Del Mar, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$35,247,839
Number of advisors
1 advisors
| $35,247,839 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Corona Del Mar, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corona Del Mar. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Alphapoint, Inc.
AlphaPoint, Inc. is an SEC-registered investment adviser established in May 2003, with its principal place of business in California. The firm specializes in providing Pension & Retirement Plan Consulting Services, offering services such as Investment Policy Statement Preparation, Selection of Investment Vehicles, Monitoring Investment Performance, and Employee Communications. As of December 31, 2023, AlphaPoint advised on assets totaling approximately $4.98 billion, with $32.18 million advised on a discretionary basis. The firm also offers Financial Planning Services, charging a fixed fee of $1,000 for financial planning and an additional fee for Social Security claiming analysis and assistance. AlphaPoint's fee structure for Pension and Retirement Plan Consulting Services ranges from $6,000 to $35,000 annually based on the portfolio value. The firm does not have a minimum account size requirement and acts as an ERISA 3(38) Investment Manager for some Plan Sponsor clients. AlphaPoint does not trade securities and clients select their own custodians. The firm does not vote proxies on behalf of clients and does not receive compensation for client referrals. Guy L. Muranaka, the President and Owner of AlphaPoint, holds professional designations including Accredited Investment Fiduciary® (AIF®) and Registered Social Security Analyst (RSSA®). Muranaka has no history of disciplinary events and is responsible for overseeing the firm's investment advice and business operations.
$35,247,839 under management
1 advisor
Fee structure
Fixed fees
Services offered
Financial Planning ServicesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Corona Del Mar, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corona Del Mar. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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