Alpha Financial Advisors is an investment advisor in Charlotte with $353.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
371507209
SEC advisor number
801-79666
FINRA CRD number
122545
AUM ?
$444.13 mm
(as of 29 Mar 24)
Accounts
1,487
(as of 29 Mar 24)
Employees
10
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23