Systematic Alpha Investments, LLC
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Overview
Systematic Alpha Investments, LLC is a financial advisor firm headquartered in Princeton, New Jersey. The firm manages $2.0 billion in assets under management over three customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The company has a small team, including 1 financial advisor. Systematic Alpha Investments, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, options and equities.
Systematic Alpha Investments, LLC administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices without needing to seek client permission. Systematic Alpha Investments, LLC's typical account size is $657.8 million. An average advisor at Systematic Alpha Investments, LLC oversees around three client accounts, placing it among the most personalized firms in the country.
The firm's headquarters is located at 36 Mercer Street, Princeton, New Jersey 8540. The firm is allowed to provide services to customers in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Systematic Alpha Investments, LLC by the Numbers
$2.0 billion
1
3
$657.8 million
Fee Structure
Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by the firm most likely include the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Systematic Alpha Investments, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Systematic Alpha Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Systematic Alpha Investments, LLC
Princeton, NJ
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