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).
Current Firm Details
By the Numbers
-
Total Assets Under Management145MILLION
-
Total Number of Accounts301ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, IL, TX, WA
Financial Advisors at Alpha Fiduciary
1
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 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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