AdvisorOS Directory
Claim Profile
AA

Aaron Paynter Ammerman

ALPHA FINANCIAL PARTNERS LLC·LEXINGTON, Kentucky
Unclaimed Profile
319 CEDAR ST., LEXINGTON, KY 40508CRD# 2178388Firm CRD# 306639
01

About

Aaron Paynter Ammerman is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with ALPHA FINANCIAL PARTNERS 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
03

Firm Overview

Firm
ALPHA FINANCIAL PARTNERS LLC
ALPHA FINANCIAL PARTNERS LLC
AUM
$295M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALPHA FINANCIAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2178388
Firm CRD# 306639
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEXINGTON?

Browse all registered financial advisors in LEXINGTON, Kentucky or claim this profile if it's yours.

Browse LEXINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Aaron Paynter Ammerman offer?
Aaron Paynter Ammerman specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Aaron Paynter Ammerman's credentials?
Aaron Paynter Ammerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Paynter Ammerman located?
Aaron Paynter Ammerman is based in LEXINGTON, Kentucky, working with ALPHA FINANCIAL PARTNERS LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Aaron Paynter Ammerman charge for services?
Aaron Paynter Ammerman'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 FINANCIAL PARTNERS LLC?
ALPHA FINANCIAL PARTNERS LLC has approximately 5 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LEXINGTON
Justin George Sautter — RUSSELL CAPITAL MANAGEMENT, LLCThomas Parmelee Dupree — DUPREE FINANCIAL GROUP, LLCElizabeth Host Dupree — DUPREE FINANCIAL GROUP, LLCMargaret Lee Grider — DUPREE FINANCIAL GROUP, LLCGuy Bradley — DUPREE & COMPANY, INC.
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile