Alexander Read Investment Management, Inc. (Winter Park)

Name: Alexander Read Investment Management, Inc.
Address: 807 W Morse Blvd #105, Winter Park, FL, 32789
Telephone: 407-629-2746

Alexander Read Investment Management, Inc. is a large advisory firm based in Winter Park. It manages $114.22 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 43 other states.

Alexander Read Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alexander Read Investment Management: assets under management

The assets under management (AUM) of Alexander Read Investment Management, Inc. is $114.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 265% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $114.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alexander Read Investment Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Alexander Read Investment Management, Inc.

Alexander Read has been acting as President since 1 Dec 1997. Kerry Ann Merrigan joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Read	President	1 Dec 1997	75% - 100%	2254224
Vicky Crissy Miller	Chief compliance officer	1 May 2004	Other	1203049
Kerry Ann Merrigan	Compliance officer	1 Sep 2005	Other	4573797
Kerry Ann Merrigan	Vice president	1 Jul 2008	Other	4573797

Based in Winter Park

The principal office where Alexander Read Investment Management, Inc. performs its advisory services is located at 807 W Morse Blvd #105, Winter Park, FL 32789, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-629-2746 or by fax 407-628-2959. The normal business hours are 8:30a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.arinvestments.com.