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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Aleph Investments, LLC 7 years, 1 month Oct 2010 - Present
Self Employed 4 months Jun 2010 - Oct 2010
Finacorp Securities 2 years, 4 months Feb 2008 - Jun 2010
Self Employed 7 months Jul 2007 - Feb 2008
Hovde Capital 4 years, 3 months Apr 2003 - Jul 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by David Merkel

There are no insights for this advisor to display at this time.

Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 2, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jul 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on July 3, 2017
    • $9.5M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 0
      number of clients
    • $0
      Estimated Average Account Balance Per Client

Aleph Investments, LLC

Last updated on Feb. 10, 2017
    • $8.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 42
      Accounts
    • $209.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets