{"id":1455,"date":"2025-10-22T19:16:22","date_gmt":"2025-10-22T23:16:22","guid":{"rendered":"https:\/\/aalexanderllc.com\/?page_id=1455"},"modified":"2026-10-01T08:40:11","modified_gmt":"2026-10-01T12:40:11","slug":"privacy-policy-notice","status":"publish","type":"page","link":"https:\/\/aalexanderllc.com\/br\/privacy-policy-notice\/","title":{"rendered":"Privacy Policy Notice"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"1455\" class=\"elementor elementor-1455\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8beae0a e-flex e-con-boxed e-con e-parent\" data-id=\"8beae0a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7ad9f8fd e-flex e-con-boxed e-con e-parent\" data-id=\"7ad9f8fd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20aac64e elementor-widget elementor-widget-text-editor\" data-id=\"20aac64e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><\/p>\n<p class=\"wp-block-paragraph\"><\/p>\n<h1 class=\"wp-block-heading has-text-align-center\"><strong>Privacy Policy Notice<\/strong><\/h1>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><\/p>\n<p class=\"wp-block-paragraph\"><\/p>\n<p class=\"wp-block-paragraph\">At AAlexander LLC (\u201cthe Firm\u201d), maintaining the trust and confidence of our clients is a high priority. We understand that you have shared personal information with us, and we are committed to protecting that information. This notice outlines how we collect, use, disclose, and protect your personal information in accordance with applicable federal and state privacy laws, including the Gramm-Leach-Bliley Act.<\/p><h3>Information We Collect<\/h3><p>In the course of providing investment advisory services, we may collect non-public personal information about you, including but not limited to:<\/p><ul><li>Personal identifiers such as your name, address, telephone number, email address, Social Security number, and date of birth;<\/li><li>Financial information such as income, net worth, investment objectives, risk tolerance, account balances, and transaction history;<\/li><li>Information we receive from you on applications, account forms, or other correspondence, whether in writing, in person, by telephone, or electronically;<\/li><li>Information about your transactions with the Firm or with custodians, broker-dealers, or other financial services providers with whom we work on your behalf.<\/li><\/ul><h3>Information Disclosure<\/h3><p>AAlexander LLC does not disclose any non-public personal information about our current or former clients to any non-affiliated third parties, except as permitted or required by law. Such circumstances may include:<\/p><ul><li>Disclosures to service providers who assist us in servicing your account;<\/li><li>Disclosures at your direction or with your consent;<\/li><li>Disclosures required by regulatory or governmental authorities, including the California Department of Financial Protection and Innovation (DFPI), the SEC, FINRA, the IRS, or other applicable authorities, in connection with examinations, investigations, or legal requirements.<\/li><\/ul><p>The Firm takes reasonable steps to use service providers that maintain appropriate safeguards for client information, consistent with applicable legal and contractual requirements.<\/p><h3>Confidentiality and Security<\/h3><p>The Firm maintains physical, electronic, and procedural safeguards designed to protect client information. Access to personal information is restricted to those employees or agents who need to know the information to provide services to you. All employees are required to maintain the confidentiality of client information and are subject to disciplinary action for any breach of this obligation.<\/p><h3>Retention of Information<\/h3><p>Even if you are no longer a client of AAlexander LLC, we will continue to treat your non-public personal information in accordance with this Privacy Policy and applicable laws.<\/p><h3>Annual Notice and Policy Updates<\/h3><p>The Firm provides this Privacy Policy to clients at the inception of the client relationship and thereafter as required by applicable law. The Firm may amend this policy from time to time and will provide notice of material changes when required.<\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\"><\/p>\n<p><\/p>\n<p class=\"wp-block-paragraph\">If you have any questions regarding this Privacy Policy or how your personal information is handled, please contact us at&nbsp;<a href=\"mailto:info@aalexanderllc.com\">info@aalexanderllc.com<\/a><\/p>\n<p><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Privacy Policy Notice At AAlexander LLC (\u201cthe Firm\u201d), maintaining the trust and confidence of our clients is a high priority. We understand that you have shared personal information with us, and we are committed to protecting that information. This notice outlines how we collect, use, disclose, and protect your personal information in accordance with applicable [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1104,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"full-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1455","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/pages\/1455","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/comments?post=1455"}],"version-history":[{"count":18,"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/pages\/1455\/revisions"}],"predecessor-version":[{"id":2126,"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/pages\/1455\/revisions\/2126"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/media\/1104"}],"wp:attachment":[{"href":"https:\/\/aalexanderllc.com\/br\/wp-json\/wp\/v2\/media?parent=1455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}