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Michael Neil Mcgreevy

Alphacore Capital LLC

La Jolla, CA

Indian Wells, CA

CRD 1220294

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Employer firm

Alphacore Capital LLC CRD 174346

$13.0B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alphacore Capital Llc

1200 Prospect St Suite 200, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-08-16
  • CA RA
    APPROVED
    Since 2022-08-16

Branch Locations

1200 Prospect St Suite 200, La Jolla, CA 92037 • United States

75280 Us Highway 111, Suite 101-2, Indian Wells, CA 92210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Asset Management, Inc. San Diego CA 07/1998 08/2022
Alphacore Capital Llc La Jolla CA 08/2022 Present
  • 07/1998 → 08/2022
    Private Asset Management, Inc.
    San Diego, CA
  • 08/2022 → Present
    Alphacore Capital Llc
    La Jolla, CA
Previous Registrations
  • 1998-07-07 → 2022-08-31
    Private Asset Management Inc
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-12-27
  • S63 Uniform Securities Agent State Law Examination
    1983-12-27
Other Names
  • Mike Mcgeevy

View on SEC IAPD

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