ALPINE ROAD FINANCIAL

ALPINE ROAD FINANCIAL is an SEC-registered investment adviser (CRD 331538). Regulatory assets under management: $781K.

Registration

• CRD: 331538
• Type: Registered investment adviser
• Phone: 541-600-4047
• Latest filing: 2026-07-31
• Regulatory AUM: $781K
• Discretionary AUM: $781K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331538 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search