Anthony
Frambes

Alphamark Advisors, LLC

CRD#7308845
Investment Advisor
in Covington, KY

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About this Advisor

Anthony Frambes is a financial advisor who works out of Covington, Kentucky who has 2 years of relevant experience. Frambes is on the advisory team at Alphamark Advisors, LLC. Throughout their career, Frambes has worked at Awf Investments LLC, Conformis Inc, Smith Nephew, Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Frambes maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky and Ohio. Alphamark Advisors, LLC is a firm that has its headquarters in Covington, KY. It has $360 million in assets among its 444 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 444 customer accounts, 20% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Alphamark Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

810 Wright'S Summit Parkway, Suite 100
Covington, KY 41011

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Alphamark Advisors, LLC Brokerage Details

Total Assets Under Management

$360,295,191

KY Average: $949,722,027
Total Number of Employees

7

KY Average: 35
Total Number of Accounts

444

KY Average: 1,296
Average Account Size

$811,476

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Anthony Frambes Work History

Anthony has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Northwestern Mutual Life Insurance Company

2021 - Present (3 years)

Northwestern Mutual Investment Services LLC

2018 - 2021 (3 years)

Awf Investments LLC

2015 - 2018 (3 years)

Conformis Inc

2012 - 2015 (3 years)

Smith Nephew

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Frambes 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 Alphamark Advisors, LLC

Andrew Becker
Covington, KY
Anthony Frambes
Covington, KY
Kelly Owens
Covington, KY
Christian Lucas
Covington, KY
Michael Simon
Covington, KY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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