Alpine Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$51,727,899
Clients
41
56% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
41
HighAverage account size
$1,261,656
About
Alpine Asset Management serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities, offering ongoing investment management and tailored financial planning. The firm provides personalized portfolio implementation and monitoring services—including rebalancing and tax‑loss harvesting—and also accepts fixed‑fee financial planning projects.
The firm combines passive index funds and ETFs with active selection of individual stocks and mutual funds, uses fundamental analysis, and pursues a long‑term, infrequent‑trading approach while typically managing accounts on a discretionary basis with quarterly reviews. Portfolios are customized to client objectives and may include reasonable client‑imposed restrictions on securities or sectors.
Compared with many solo independent advisers, Alpine’s client mix explicitly includes pension and profit‑sharing plans, a less common client type for firms of this size, and the firm generally charges a flat annual advisory fee for ongoing services rather than relying solely on percentage‑of‑AUM billing. The firm’s principal holds CFA, CFP, and Enrolled Agent credentials and provides accounting and tax return preparation separately as a sole proprietor, which can support deeper tax coordination in planning engagements.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Tax-loss harvesting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Fixed fee financial planning projects typically range between $2,000 and $10,000, based on complexity and time required.
Fee-only: Flat advisory fee generally between $4,800 and $8,000 per calendar year, paid quarterly ($1,200-$2,000 per quarter), based on complexity of client's circumstances.
Main office location
Alpine Asset Management
295 Us Hwy 50, Suite 12
Zephyr Cove NV 89448, United States
Number of offices
1
Most active in
Alpine Asset Management has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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