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Andrei Nicolai Jigalin

ALPHA WEALTH MANAGEMENT AND PLANNING LLC·NOVATO, California
Clean recordALPHA WEALTH MANAGEMENT AND PLANNING LLC
350 IGNACIO BLVD, NOVATO, CA 94949CRD# 2777373Firm CRD# 163917

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrei Nicolai Jigalin · NOVATO, CA
Registration
CRD #2777373 · ALPHA WEALTH MANAGEMENT AND PLANNING LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrei Nicolai Jigalin is a registered financial advisor based in NOVATO, California, affiliated with ALPHA WEALTH MANAGEMENT AND PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
AUM
$303M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ALPHA WEALTH MANAGEMENT AND PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2777373
Firm CRD# 163917
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrei Nicolai Jigalin offer?
Andrei Nicolai Jigalin specializes in Financial Planning, Investment Management. Contact their office in NOVATO, California for a consultation.
What are Andrei Nicolai Jigalin's credentials?
Andrei Nicolai Jigalin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrei Nicolai Jigalin located?
Andrei Nicolai Jigalin is based in NOVATO, California, working with ALPHA WEALTH MANAGEMENT AND PLANNING LLC. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Andrei Nicolai Jigalin charge for services?
Andrei Nicolai Jigalin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALPHA WEALTH MANAGEMENT AND PLANNING LLC?
ALPHA WEALTH MANAGEMENT AND PLANNING LLC has approximately 8 employees and manages $303M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALPHA WEALTH MANAGEMENT AND PLANNING LLC

Matthew Jones Fannin
NOVATO, CA

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Research
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