Alpha Fiduciary

RIASEC RegisteredEst. 2007

Total AUM

$114M

Discretionary

$114M

100% of AUM

Avg account

$518K

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 144720
Registered since: August 2, 2007
Website: www.alphafiduciary.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI54.68%
Investment Companies18.53%
Pooled Investment Vehicles18.15%
Individuals8.63%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Alpha Fiduciary is an independent, SEC-registered registered investment adviser operating since 2007. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that sources and places capital with external managers. Its service mix includes financial planning and portfolio management across individuals/small businesses, investment companies, and pooled vehicles, and it performs selection of other advisers. Alpha Fiduciary also lists CPO/CTA activity and identifies as an active ESG investor. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements.