Alpha Financial Partners LLC

Alpha Financial Partners LLC (CRD# 306639) is a financial advisory firm headquartered in Lexington, KY. They manage $295,001,180 in 1,028 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
710 E. Main Street, Suite 110, Lexington, KY 40502
https://www.instagram.com/alpha_financial_partners/
By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    1,028
    ACCOUNTS
  • Average Account Value
    $286,966
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, OH, TN, TX

Financial Advisors at Alpha Financial Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Aaron Ammerman, financial advisor Lexington KY
Aaron P. Ammerman
CRD#: 2178388
710 E. Main Street, Suite 110, Lexington, KY 40502

Aaron Ammerman (CRD# 2178388) is an Investment Advisor Representative working at Alpha Financial Partners LLC in Lexington, KY and has over 28 years of experience in the finance industry.

2
Marc Cobane, financial advisor Lexington KY
Marc I. Cobane
CRD#: 4773179
710 E. Main Street, Suite 110, Lexington, KY 40502

Marc Cobane (CRD# 4773179) is an Investment Advisor Representative working at Alpha Financial Partners LLC in Lexington, KY and has over 19 years of experience in the finance industry.

3
Gregory Turcotte, financial advisor Lexington KY
Gregory M. Turcotte
CRD#: 5562095
710 E. Main Street, Suite 110, Lexington, KY 40502

Gregory Turcotte (CRD# 5562095) is an Investment Advisor Representative working at Alpha Financial Partners LLC in Lexington, KY and has over 14 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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