(310) 377-9220
  • Managed Portfolios
  • Full Service brokerage accounts
  • ​Individual Retirement Plans: Traditional and Roth IRAs, Educational IRAs, One Participant 401(k) plans (Uni-k, Solo-k)
  • Stocks, Exchange Traded Funds (ETFs), and Mutual Funds
  • Fixed Income Securities (CD’s, Government, Municipal, Corporate Bonds)
  • Fee based accounts
  • ​​Company Retirement Plans including 401(k) plans, Pension Plans, SEP and SIMPLE accounts
  • Insurance Products (Life Insurance, Annuities, Long Term Care Insurance)
  • 529 College Savings Plans
  • Money Market Accounts with Check-writing and Debit Card privileges

Financial Products**

*Advisory Services provided by Alessandra Capital Management, LLC, a Registered Investment Adviser

** Securities offered through First Allied Securities Inc., Member FINRA/SIPC

Services and Products
​At Alessandra Capital Management, we offer a wide range of
financial products and advisory services​ to meet our clients' financial needs.

  • Portfolio Analysis and Management
  • Investment Advice
  • Financial Planning
    • Retirement Planning
    • Estate and Tax Planning
    • Insurance
    • ​Gifting
    • Education Planning
    • Company Benefits Analysis
  • Investment review and second opinion

Advisory Services*