Robyn
Maunton
Alpha Principle, LLC
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About this Advisor
Robyn Maunton is a financial advisor based in Englewood, Colorado, working with Alpha Principle, LLC. Robyn has previously held positions at Bridge Financial Group, Personal Capital, Adviceperiod, LLC, and Alpha Principle, LLC. Robyn is registered to provide services in Colorado. Currently, Robyn is part of Alpha Principle, LLC, which operates out of Englewood, Colorado. The firm has 6 employees and manages assets totaling $269.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Alpha Principle, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alpha Principle, LLC Brokerage Details
$269,682,040
6
161
$1,675,044
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robyn Maunton Work History
Alpha Principle, LLC
Adviceperiod, LLC
Personal Capital
Bridge Financial Group
Disclosures
Please visit the SEC profile of Robyn Maunton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpha Principle, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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