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ALPHA ADVISORS, LLC
CRD 138848 · SEC 801-65339
117 N MASSACHUSETTS AVE, LAKELAND, FL, 33801, United States
Phone
863-665-8888
Fax
863-665-7905
Registration
— (—)
Source
State registered
Total AUM
$31.8M
Discretionary AUM
$31.8M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $13.0M |
| High net worth individuals | 2 | $18.0M |
| Pension/profit sharing plans | 1 | $323K |
| Charitable organizations | 3 | $295K |
| Corporations/business entities | 7 | $132K |
All web addresses on file
Official SEC filing: View on IAPD