| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary Petrone Jordan Control | Owner And Cco | 50-75% | 2025 |
| Wayne Riley Jordan Control | Secretary/Owner | 50-75% | 2023 |
Alpha Financial Management, Inc. reports $109.4 million in regulatory assets under management on its Form ADV.
Alpha Financial Management, Inc. reports 4 employees.
Alpha Financial Management, Inc. is based in Savannah, GA and has been SEC-registered since 2026.
Alpha Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7505 Waters Avenue, Suite E-1, Savannah, GA 31406-3631 |
| Phone | 912-353-9343 |
| Fax | 912-353-9662 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $109.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $109.4M |