Feedback
Share
Link
Link copied!
Fund Codex
Alpha Financial Advisors, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Alpha Financial Advisors, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Charlotte, North Carolina
$287.2 million AUM
1 office

Alpha Financial Advisors, LLC is based in Charlotte, North Carolina and has $287.2 million in assets under management.

Location
11325 North Community House Road
Suite #410
Charlotte, NC 28277
$287.2 million
AUM
6
Employees
AUM Share
Link
Link copied!
Back to Top
$287,230,142
Assets under management
1,222 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 109 $55,405,622 19% $508,308
High net worth individuals 101 $231,046,955 80% $2,287,594
Pension and profit sharing plans 1 $777,565 0% $777,565
Employees Share
Link
Link copied!
Back to Top
6
Employees
5
Investment analysts
83% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$287,230,142
Assets under management
$47,871,690
AUM per employee
$57,446,028
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Alpha Financial Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Alpha Financial Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Consulting
Firm data Share
Link
Link copied!
CRD number 122,545
SEC number 801-79666
Legal structure Limited Liability Company
Legal governance North Carolina, United States
Latest ADV filing date May 07, 2020

Other Funds

See all...
Viewpoint Capital Management
Fund: $114,428,000
Sentinel Asset Management, Inc.
Fund: $31,255,341,110
DKR Capital Partners L.P.
Fund: Under $1 billion
Agw Capital Advisors
Fund: $2,131,447,418
Mezzanine Management Limited
Fund: Under $1 billion

Other Funds

See all...
Prescott General Partners LLC
Fund: $2,477,069,135
Lucerne Capital Management, LP
Fund: $1,754,640,066
Gumtree Capital Advisors LLP
Fund: Under $1 billion
World Capital Advisors, LLC
Fund: $47,500,000
Benson Funds LLC
Fund: Under $1 billion
Highbury Pacific Capital Corp.
Fund: $307,870,508
Axegine Capital Management LLC
Fund: $267,000,000
Mill Hill Capital LLC
Fund: $177,830,477

All of Fund Codex

See all...

Similar Funds to Alpha Financial Advisors, LLC

See all...
SKY Alpha Asset Advisors LLC
Fund: $276,432,886
James Alpha Advisors, LLC
Fund: $1,192,555,955
Alpha Quant Advisors, LLC
Fund: $100,104,588
Alpha Advisors, LLC
Fund: $129,398,054
Digital Alpha Advisors, LLC
Fund: $302,484,848
Alpha Financial Advisors, LLC
Fund: $287,230,142
New Age Alpha Advisors, LLC
Fund: $112,395,265
Green Alpha Advisors, LLC
Fund: $230,583,995
Alpha Financial Partners LLC
Fund: $138,506,825
Alpha Financial Advisors, LLC
Fund: $145,191,400