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Building 2ALPHA FINANCIAL ADVISORS, LLC

Map pinMCLEAN, VA
Phone703-442-7686
NotebookSEC #801-109007
Total AUM
$218.3M
Employees
7
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8260 GREENSBORO DRIVE
SUITE 125
MCLEAN
VA 22102
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
703-442-7686

ReceiptFinancials

Total AUM
$218.3M
Accounts
156
Discretionary
$218.3M
Accounts
156
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$34.9M
HNW Individual Clients
72
AUM
$183.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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