Be advised. This firm is no longer registered.

Alpha Investment Advisory And Management, Inc.

Alpha Investment Advisory And Management, Inc. (CRD# 151465) is a financial advisory firm headquartered in Wellington, FL. They manage $2,850,000 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Publication of periodicals or newsletters
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.


Financial Advisors at Alpha Investment Advisory And Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Paul M. Rogers
CRD#: 5547171
12789 Forest Hill Blvd, Suite 2d, Wellington, FL 33414

Paul Rogers (CRD# 5547171) is an Investment Advisor Representative working at Alpha Investment Advisory And Management, Inc. in Wellington, FL and has over 9 years of experience in the finance industry.

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