Alpha Fiduciary

Alpha Fiduciary (CRD# 144720) is a financial advisory firm headquartered in Phoenix, AZ. They manage $621,146,441 in 425 accounts and serve the financial needs of clients across 6 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
    621
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $1,461,521
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
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, IL, TX, WA

Financial Advisors at Alpha Fiduciary
Showing 1 - 5 of 5 top financial advisors.
1
Curtis Anderson, financial advisor Phoenix AZ
Curtis J. Anderson
CRD#: 2210739
7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054
96
Wealthminder
score

Curtis Anderson (CRD# 2210739) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 26 years of experience in the finance industry.

2
Peter Eickelberg, financial advisor Phoenix AZ
Peter M. Eickelberg
CRD#: 3097256
7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054
96
Wealthminder
score

Peter Eickelberg (CRD# 3097256) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 19 years of experience in the finance industry.

3
Matthew Harrigan, financial advisor Deerfield IL
Matthew E. Harrigan
CRD#: 6452080
1751 Lake Cook Rd, #540, Deerfield, IL 60015
89
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.

4
Joseph Biondo, financial advisor Phoenix AZ
Joseph C. Biondo
CRD#: 6847142
7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054
81
Wealthminder
score

Joseph Biondo (CRD# 6847142) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 9 years of experience in the finance industry.

5
Arthur Doglione, financial advisor Phoenix AZ
Arthur T. Doglione
CRD#: 1794772
7010 E. Chauncey Lane, Suite 130, Phoenix, AZ 85054
63
Wealthminder
score

Arthur Doglione (CRD# 1794772) is an Investment Advisor Representative working at Alpha Fiduciary in Phoenix, AZ and has over 29 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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