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Building 2ALPHA PLANNING AND FINANCIAL SERVICES, INC.

Map pinSOLON, OH
Phone440-519-0300
NotebookSEC #801-135159
Total AUM
$112.8M
Employees
5
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31005 BAINBRIDGE ROAD
SUITE 6
SOLON
OH 44139
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
440-519-0300

ReceiptFinancials

Total AUM
$112.8M
Accounts
578
Discretionary
$112.8M
Accounts
578
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
192
AUM
$59.2M
HNW Individual Clients
26
AUM
$52.6M
Pension/Profit Sharing Plan Clients
4
AUM
$960.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
FLOHTX

HandshakeAffiliates

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

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