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Alpha Financial Advisors, LLC

● SEC registered since 2017CRD 116291SEC# 801-109007McLean, VA
Export (members)
Reg. AUM
$201.1M
Employees
7
Accounts
458
Location
McLean, VA

Alpha Financial Advisors, LLC assets under management

Alpha Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in McLean, VA. The firm has been registered since 2017. It reports $201.1 million in regulatory assets under management and employs 7 people.
www.alphafinancialadvisors.comView on SEC.gov ↗

Alpha Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric David Hess ControlManaging Member, Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Alpha Financial Advisors, LLC manage?

Alpha Financial Advisors, LLC reports $201.1 million in regulatory assets under management on its Form ADV.

How many employees does Alpha Financial Advisors, LLC have?

Alpha Financial Advisors, LLC reports 7 employees.

Where is Alpha Financial Advisors, LLC located?

Alpha Financial Advisors, LLC is based in McLean, VA and has been SEC-registered since 2017.

Does Alpha Financial Advisors, LLC disclose fund performance?

Alpha Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8260 Greensboro Drive, Suite 125, McLean, VA 22102
Phone703-442-7686
Fax703-442-7597
Office hours9:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK801109007
Discloses disciplinary historyNo

Assets under management

Discretionary$201.1M
Non-discretionary$0
Total (RAUM)$201.1M