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Last updated: February 18th, 2020. Data source: SEC filings.
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Alpha Financial Advisors, federally registered in 2014, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 6 advisors. Alpha Financial Advisors manages $259.8 million and provides investment advisory services for 204 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||5|
|Percentage of Advisors Trusted||60%|
|Average Client Balance||$1,273,404|
|Total AUM||$259.8 million|
|Advisor / Client Ratio||1:34|
|SEC Filings||View SEC IAPD CRD #122545|
|State(s) Registered||FL, NY, NC, SC, TX|