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Andrei Nicolai Jigalin

ALPHA WEALTH MANAGEMENT AND PLANNING LLC·NOVATO, California
SIE, Series 7, Series 63CFPClean record28 years registeredALPHA 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 · 28 years registered
Brand Profile
Not yet started
01

Career History

ALPHA WEALTH MANAGEMENT AND PLANNING LLC
Jun 2012 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 1997 – Jul 2012
SANTA ROSA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · December 15, 1997
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917 · SEC 801-108554
AUM
$303M
Regulatory assets under management
Employees
8
1,332 client accounts
Services offered by ALPHA WEALTH MANAGEMENT AND PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALPHA WEALTH MANAGEMENT AND PLANNING LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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