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Ashley Montgomery

ALPHA FINANCIAL PARTNERS LLC·LEXINGTON, Kentucky
Unclaimed Profile
710 E. MAIN STREET, LEXINGTON, KY 40502CRD# 7447984Firm CRD# 306639
01

About

Ashley Montgomery 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# 7447984
Firm CRD# 306639
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ashley Montgomery offer?
Ashley Montgomery specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Ashley Montgomery's credentials?
Ashley Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ashley Montgomery located?
Ashley Montgomery 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 Ashley Montgomery charge for services?
Ashley Montgomery'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.
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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
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