Alkon Financial, LLC is a mid-sized advisory firm based in Cheyenne. It manages $2 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.
Alkon Financial provides financial planning services, 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 Alkon Financial, LLC is $2, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alkon Financial, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Alkon Financial, LLC performs its advisory services is located at 3904 Central Avenue, Cheyenne, WY 82001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-927-8444 or by fax 800-450-0316. The normal business hours are by appointment only on Other. You can find more information about the New York firm at alkonfn.com/.