Unclaimed Profile

Ashley Montgomery

ALPHA FINANCIAL PARTNERS LLC·LEXINGTON, Kentucky

Clean recordALPHA FINANCIAL PARTNERS LLC

710 E. MAIN STREET, LEXINGTON, KY 40502CRD# 7447984Firm CRD# 306639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ashley Montgomery · LEXINGTON, KY

Registration

CRD #7447984 · ALPHA FINANCIAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALPHA FINANCIAL PARTNERS LLC

AUM

$295M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7447984

Firm CRD# 306639

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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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