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ALPHA FIDUCIARY
SCOTTSDALE, AZ
480-505-4033
SEC #801-68218Total AUM
$114M
Employees
4Clients
105Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
20645 N. PIMA ROAD
SUITE N-225
SCOTTSDALE
AZ 85255
United States
SUITE N-225
SCOTTSDALE
AZ 85255
United States
Operating Hours
7:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
480-505-4033
Financials
Total AUM
$114M
Accounts
220Discretionary
$114M
Accounts
220Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
57AUM
$9.8M
HNW Individual Clients
34AUM
$62.3M
Investment Company Clients
1AUM
$21.1M
Pooled Vehicle Clients
13AUM
$20.7M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THE FUND ALSO PAYS OPERATING EXPENSES TO US
Compliance
Disclosures
None reported
State Registrations
AZCAILTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.