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Building 2ALPHA FINANCIAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-716-1100
NotebookSEC #801-68215
Total AUM
$49.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13925 BALLANTYNE CORPORATE PL.
SUITE #280
CHARLOTTE
NC 28277-2704
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
704-716-1100

ReceiptFinancials

Total AUM
$49.4M
Accounts
126
Discretionary
$49.1M
Accounts
119
Non-Discretionary
$325.6K
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE, ESTATE PLANNING, EDUCATION FUNDING, TAXATION, EMPLOYEE BENEFITS PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

HandshakeAffiliates

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

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