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ALPHA CAPITAL ADVISORS, INC.

UUIDd979d59c-bdcf-553d-adb4-186f8539b786
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 138825 138825 1.0
cik 0001027694 1027694
sec_file_number 801-120376 801-120376

Profile

Websitehttps://www.eaglefinancialstrategies.com
HQ CityBANGOR
HQ StateME
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • EAGLE FINANCIAL STRATEGIES adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)129,696,230.0
  • RAUM (discretionary)129,696,230.0
  • Actionable assets71,109,229.0
  • Accounts497.0

Institutional Clients

  • Government AUM
  • Pension AUM5,303,527.0
  • Charitable AUM
  • HNW AUM65,223,322.0

As of 2025-02-27 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.