8260 Greensboro Drive
Suite 125
Mclean, Virginia 22102
Tel: 703-442-7686
ALPHA FINANCIAL ADVISORS, LLC, formally registered with the SEC as ALPHA FINANCIAL ADVISORS, LLC. The firm was established in 01/26/2017. They have over 1 offices throughout the country.
ALPHA FINANCIAL ADVISORS, LLC is a Mclean, Virginia based Financial Planning firm with nearly $192,893,726 assets under management, offering retirement planning & investment advisory services to 452 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116291 |
| SEC# | 801-109007 |
| Assets Managed by Firm | $192,893,726 |
| No. of Clients | 452 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 452 | $192,893,726 |
| Individuals (other than high net worth individuals) | 69 | $28,985,910 |
| High net worth individuals | 68 | $163,907,816 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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