Overview
Assets Under Management: $114 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 34
Average Client Assets: $1.8 million
Frequently Asked Questions
ALPHA FIDUCIARY 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 #144720), ALPHA FIDUCIARY is subject to fiduciary duty under federal law.
ALPHA FIDUCIARY is headquartered in SCOTTSDALE, AZ.
ALPHA FIDUCIARY serves 34 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, ALPHA FIDUCIARY offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ALPHA FIDUCIARY manages $114 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, ALPHA FIDUCIARY serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.68%
Average Client Assets: $1.8 million
Total Client Accounts: 220
Discretionary Accounts: 220
Regulatory Filings
CRD Number: 144720
Filing ID: 2098494
Last Filing Date: 2026-04-24 11:59:31