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).

Current Firm Details
12789 Forest Hill Blvd, Suite 2d, Wellington, FL 33414
http://www.alphainvestmentadvisory.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $86,364
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Alpha Investment Advisory And Management, Inc.
No Advisor Found.

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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