Overview
Assets Under Management: $54 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 20
Average Client Assets: $2.7 million
Frequently Asked Questions
ALPHA is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313285), ALPHA is subject to fiduciary duty under federal law.
ALPHA is headquartered in NEW YORK, NY.
ALPHA serves 20 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, ALPHA offers portfolio management for individuals. View all service details ↓
ALPHA manages $54 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, ALPHA serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.7 million
Total Client Accounts: 20
Discretionary Accounts: 20
Regulatory Filings
CRD Number: 313285
Filing ID: 1972397
Last Filing Date: 2025-03-31 22:34:00