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).

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
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.
1
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 24 years of experience in the finance industry.

2
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 17 years of experience in the finance industry.

3
Patrick E. Lawlor
CRD#: 6304302
1751 Lake Cook Rd, #540, Deerfield, IL 60015
90
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.

4
Matthew E. Harrigan
CRD#: 6452080
1751 Lake Cook Rd, #540, Deerfield, IL 60015
87
Wealthminder
score

Matthew Harrigan (CRD# 6452080) is an Investment Advisor Representative working at Alpha Fiduciary in Deerfield, IL and has 1 year of experience in the finance industry.

5
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 28 years of experience in the finance industry.

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