Alpha Financial Management, Inc.

Alpha Financial Management, Inc. (CRD# 125800) is a financial advisory firm headquartered in Savannah, GA. They manage $80,323,142 in 357 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7505 Waters Avenue, Suite E-1, Savannah, GA 31406
http://www.alpha-sav.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $224,995
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, SC, TX

Financial Advisors at Alpha Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Dayoub, financial advisor Savannah GA
Michael C. Dayoub
CRD#: 5561334
7505 Waters Avenue, Suite E-1, Savannah, GA 31406

Michael Dayoub (CRD# 5561334) is an Investment Advisor Representative working at Alpha Financial Management, Inc. in Savannah, GA and has over 15 years of experience in the finance industry.

2
Wayne Jordan, financial advisor Savannah GA
Wayne R. Jordan
CRD#: 6494687
7505 Waters Avenue, Suite E-1, Savannah, GA 31406

Wayne Jordan (CRD# 6494687) is an Investment Advisor Representative working at Alpha Financial Management, Inc. in Savannah, GA and has over 8 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.

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