Alpha Financial Advisors

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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.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 60%
Minimum Investment $750,000
Average Client Balance $1,273,404
Total AUM $259.8 million
Advisor / Client Ratio 1:34
Headquarters Charlotte, NC
SEC Filings View SEC IAPD CRD #122545
State(s) Registered FL, NY, NC, SC, TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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