Alumina Investment Management
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Overview
Alumina Investment Management is a financial advisor company that has its headquarters in Charlotte, North Carolina. It manages $10.8 billion in total assets across two client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 3 financial advisors. Alumina Investment Management is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, stocks and bonds.
Alumina Investment Management oversees zero of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing to seek the customer's permission. It also has two non-discretionary accounts with a total of $10.8 billion in assets. The advisory firm's typical account size is $5.4 billion. The typical financial advisor at Alumina Investment Management oversees fewer than one client account, making it one of the most personalized firms in the country.
Alumina Investment Management's central office is at 6302 Fairview Road, Charlotte, North Carolina 28210. It is legally permitted to provide services to investors in the state of North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alumina Investment Management by the Numbers
$10.8 billion
3
2
$5.4 billion
Fee Structure
Financial management fees largely depend on which services the firm provides the client. Fees charged by the company most likely consist of the following fee types: fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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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
Disclosures
Alumina Investment Management does not have any disclosures.
Please visit its Form ADV for more details.
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