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ALPHA FIDUCIARY, INC.

UUID07fe0c27-8c5c-5027-8308-f686d1d5f9cf
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 144720 144720 1.0
cik 0001610792 1610792
sec_file_number 801-68218 801-68218

Profile

WebsiteHTTP://WWW.ALPHAFIDUCIARY.COM
HQ CitySCOTTSDALE
HQ StateAZ
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ALPHA FIDUCIARY adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)109,084,624.0
  • RAUM (discretionary)108,659,282.0
  • Actionable assets98,764,597.0
  • Accounts260.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM50,000,000.0

As of 2025-04-04 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.