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Building 2ALPHA FINANCIAL MANAGEMENT, INC.

Map pinSAVANNAH, GA
Phone912-353-9343
NotebookSEC #801-68426
Total AUM
$13.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7505 WATERS AVENUE
SUITE E-1
SAVANNAH
GA 31406
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
912-353-9343

ReceiptFinancials

Total AUM
$13.4M
Accounts
176
Discretionary
$13M
Accounts
159
Non-Discretionary
$409K
Accounts
17

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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