1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALPHA FINANCIAL ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-716-1100
NotebookSEC #801-79666
Total AUM
$619.3M
Employees
9
Clients
260

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11325 N COMMUNITY HOUSE RD
SUITE #410
CHARLOTTE
NC 28277-0524
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
704-716-1100

ReceiptFinancials

Total AUM
$619.3M
Accounts
1,520
Discretionary
$617.1M
Accounts
1,515
Non-Discretionary
$2.2M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
78
AUM
$43.2M
HNW Individual Clients
181
AUM
$574.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYSCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account