ALPHA WEALTH MANAGEMENT AND PLANNING LLC

NOVATO, California·2 registered advisors·CRD# 163917
SEC# 801-1085543415-506-4569
01

Firm Overview

AUM
$303M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALPHA WEALTH MANAGEMENT AND PLANNING LLC

2 registered advisors
Andrei Nicolai Jigalin
NOVATO, California
Matthew Jones Fannin
NOVATO, California
05

Office Locations

NOVATO, California
2 advisors

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Data sourced from SEC Form ADV filings. ALPHA WEALTH MANAGEMENT AND PLANNING LLC (CRD# 163917) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.