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ALPHA FINANCIAL MANAGEMENT, INC.

CRD 125800 · SEC 801-135795

Visit website

7505 WATERS AVENUE, SUITE E-1, SAVANNAH, GA, 31406-3631, United States

Phone

912-353-9343

Fax

912-353-9662

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$109.4M

Discretionary AUM

$109.4M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals80$31.1M
High net worth individuals35$78.3M

States served

GA, LA, SC, TX

All web addresses on file

Official SEC filing: View on IAPD