Alpha Fiduciary

Alpha Fiduciary (CRD# 144720) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $145,458,400 in 301 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $483,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, TX, WA

Financial Advisors at Alpha Fiduciary
Showing 1 - 2 of 2 top financial advisors.
1
Curtis J. Anderson
CRD#: 2210739
20645 N. Pima Road, Suite N-225, Scottsdale, AZ 85255

Curtis Anderson (CRD# 2210739) is an Investment Advisor Representative working at Alpha Fiduciary in Scottsdale, AZ and has over 32 years of experience in the finance industry.

2
Arthur T. Doglione
CRD#: 1794772
20645 N. Pima Road, Suite N-225, Scottsdale, AZ 85255

Arthur Doglione (CRD# 1794772) is an Investment Advisor Representative working at Alpha Fiduciary in Scottsdale, AZ and has over 35 years of experience in the finance industry.

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