Alpha Financial Management, Inc.

Alpha Financial Management, Inc. (CRD# 125800) is a financial advisory firm headquartered in Savannah, GA. They manage $33,387,225 in 232 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $143,910
Compensation Options
  • A percentage of assets under your management
  • 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
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.

GA

Financial Advisors at Alpha Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Iris M. Dayoub
CRD#: 1300238
7505 Waters Avenue, Suite E-1, Savannah, GA 31406
93
Wealthminder
score

Iris Dayoub (CRD# 1300238) is an Investment Advisor Representative working at Alpha Financial Management, Inc. in Savannah, GA and has over 32 years of experience in the finance industry.

2
Michael C. Dayoub
CRD#: 5561334
7505 Waters Avenue, Suite E-1, Savannah, GA 31406
93
Wealthminder
score

Michael Dayoub (CRD# 5561334) 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.

3
Marvin W. Jackson
CRD#: 6332987
7505 Waters Avenue, Suite E-1, Savannah, GA 31406
90
Wealthminder
score

Marvin Jackson (CRD# 6332987) is an Investment Advisor Representative working at Alpha Financial Management, Inc. in Savannah, GA and has 1 year of experience in the finance industry. Marvin Jackson 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.

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