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ALPHA FINANCIAL PARTNERS LLC
ALPHA FINANCIAL PARTNERS LLC
LEXINGTON, Kentucky
·
4 registered advisors
·
CRD# 306639
SEC# 801-117851
1
(859) 785-2660
01
Firm Overview
AUM
$295M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ALPHA FINANCIAL PARTNERS LLC
4 registered advisors
Aaron Paynter Ammerman
LEXINGTON, Kentucky
CRD# 2178388
Ashley Montgomery
LEXINGTON, Kentucky
CRD# 7447984
Gregory M Turcotte
LEXINGTON, Kentucky
CRD# 5562095
Marc Irwin Cobane
LEXINGTON, Kentucky
CRD# 4773179
05
Office Locations
LEXINGTON, Kentucky
4 advisors
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Data sourced from SEC Form ADV filings. ALPHA FINANCIAL PARTNERS LLC (CRD# 306639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.