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Jeffrey Howard Burg

PresidentAlphatrust Advisory Group, LLCCRD 3168645

About Jeffrey Howard Burg

Jeffrey Howard Burg is listed as President at Alphatrust Advisory Group, LLC in Phoenix, AZ. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Howard Burg is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Alphatrust Advisory Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Howard Burg work?

Jeffrey Howard Burg is listed as President at Alphatrust Advisory Group, LLC on SEC Form ADV.

How much of Alphatrust Advisory Group, LLC does Jeffrey Howard Burg own?

Form ADV reports a beneficial ownership band of Under 5%.

Alphatrust Advisory Group, LLC

TitlePresident
OwnershipUnder 5%
Control personYes
Since2026
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Alphatrust Advisory Group, LLC

TitleGrantor, Trustee, And Beneficiary
Ownership—
Control personYes
Since2021
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Alphatrust Advisory Group, LLC

TitleManager
Ownership—
Control personYes
Since2026
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