ALPHA FINANCIAL PARTNERS LLC

319 Cedar St.
Suite 201
Lexington, Kentucky 40508
Tel: (859) 785-2660

About ALPHA FINANCIAL PARTNERS LLC

ALPHA FINANCIAL PARTNERS LLC, formally registered with the SEC as ALPHA FINANCIAL PARTNERS LLC. The firm was established in 01/02/2020. They have over 2 offices throughout the country.

ALPHA FINANCIAL PARTNERS LLC is a Lexington, Kentucky based Financial Planning firm with nearly $376,120,761 assets under management, offering retirement planning & investment advisory services to 1118 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306639
SEC#	801-117851
Assets Managed by Firm	$376,120,761
No. of Clients	1118
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1118	$376,120,761
Individuals (other than high net worth individuals)	254	$53,185,151
High net worth individuals	73	$211,243,977
Pension and profit sharing plans	51	$111,691,633

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