Alpha Fiduciary

Alpha Fiduciary (CRD# 144720) is a financial advisory firm headquartered in Phoenix, AZ. They manage $664,804,837 in 647 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details

7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054

http://www.alphafiduciary.com

By the Numbers

Total Assets Under Management

665

MILLION
Total Number of Accounts

647

ACCOUNTS
Average Account Value

$1,027,519

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, IL, TX, WA

Financial Advisors at Alpha Fiduciary

Showing 1 - 5 of 5 top financial advisors.

Curtis J. Anderson

CRD#: 2210739

7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054

Wealthminder

score

Curtis Anderson (CRD# 2210739) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 25 years of experience in the finance industry.

Peter M. Eickelberg

CRD#: 3097256

7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054

Wealthminder

score

Peter Eickelberg (CRD# 3097256) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 18 years of experience in the finance industry.

Patrick E. Lawlor

CRD#: 6304302

1751 Lake Cook Rd, #540, Deerfield, IL 60015

Wealthminder

score

Patrick Lawlor (CRD# 6304302) is an Investment Advisor Representative working at Alpha Fiduciary in Deerfield, IL and has 1 year of experience in the finance industry. Patrick Lawlor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Matthew E. Harrigan

CRD#: 6452080

1751 Lake Cook Rd, #540, Deerfield, IL 60015

Wealthminder

score

Matthew Harrigan (CRD# 6452080) is an Investment Advisor Representative working at Alpha Fiduciary in Deerfield, IL and has over 2 years of experience in the finance industry.

Arthur T. Doglione

CRD#: 1794772

7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054

Wealthminder

score

Arthur Doglione (CRD# 1794772) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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