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Building 2ALPHA FINANCIAL PARTNERS LLC

Map pinLEXINGTON, KY
Phone(859) 785-2660
NotebookSEC #801-117851
Total AUM
$459.9M
Employees
7
Clients
402

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
319 CEDAR ST.
SUITE 201
LEXINGTON
KY 40508
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(859) 785-2660
Other Offices
1

ReceiptFinancials

Total AUM
$459.9M
Accounts
1,424
Discretionary
$442.2M
Accounts
1,423
Non-Discretionary
$17.7M
Accounts
1

ContactClients

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Individual Clients
285
AUM
$79.7M
HNW Individual Clients
76
AUM
$264.9M
Pension/Profit Sharing Plan Clients
41
AUM
$115.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILKYOHTNTX

HandshakeAffiliates

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

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