Alcci, LLC is a related adviser based in Radnor. It manages $12.13 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Pennsylvania.
Alcci provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alcci, LLC is $12.13 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Alcci, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Alcci, LLC performs its advisory services is located at 259 N. Radnor Chester Road, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Huntington Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484-581-2525 or by fax 484-581-2526. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.