ALPHA FIDUCIARY

ALPHA FIDUCIARY, INC.

CRD 144720 · SEC 801-68218

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20645 N. PIMA ROAD, SUITE N-225, SCOTTSDALE, AZ, 85255, United States

Phone

480-505-4033

Fax

480-505-4034

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$114.0M

Discretionary AUM

$114.0M

Team

4 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; THE FUND ALSO PAYS OPERATING EXPENSES TO US

Org form

Corporation

Filing date

2026-04-24

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	57	$9.8M
High net worth individuals	34	$62.3M
Investment companies	1	$21.1M
Pooled investment vehicles	13	$20.7M

States served

AZ, CA, IL, WA, TX

All web addresses on file

HTTP://WWW.ALPHAFIDUCIARY.COM
HTTPS://TWITTER.COM/ALPHAFIDUCIARY
http://WWW.ALPHAFIDUCIARYFUNDS.COM
HTTPS://WWW.FACEBOOK.COM/ALPHAFIDUCIARY/
http://WWW.ALPHAFIDUCIARYFUND.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/ALPHA-FIDUCIARY/
HTTPS://WWW.YOUTUBE.COM/USER/ALPHAFIDUCIARY

Official SEC filing: View on IAPD