Skip to content

Karen Schorr Craig

Investment adviser representative at Alpenglobal Capital, LLC
12 yearsExperience
1 stateRegistered in
$184MFirm assets
5 yearsFirm in business

Are you Karen Schorr Craig? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Alpenglobal Capital, LLCJan 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (CA).

Alpenglobal Capital, LLC

$184MAssets managed
141Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2416368
Firm CRD
140186
Advisor's SEC record (opens in a new tab)
Contact this firm