Alpha Architect
Alpha Architect (CRD# 153905) is a financial advisory firm headquartered in Havertown, PA. They manage $711,692,830 in 170 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management712MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$4,186,428
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, FL, GA, LA, NE, NH, NY, PA, PR, TX
Richard Baxter (CRD# 6742546) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 8 years of experience in the finance industry.
Wesley Gray (CRD# 4233964) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 13 years of experience in the finance industry.
Ryan Kirlin (CRD# 6254875) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 10 years of experience in the finance industry.
Sebastian Pugliese (CRD# 2777267) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 17 years of experience in the finance industry.
John Vogel (CRD# 5572973) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 11 years of experience in the finance industry.
Jessica Bost (CRD# 6944228) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 4 years of experience in the finance industry.