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ALPHA FINANCIAL PARTNERS LLC
CRD 306639 · SEC 801-117851
319 CEDAR ST., SUITE 201, LEXINGTON, KY, 40508, United States
Phone
(859) 785-2660
Fax
(859) 317-5724
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$459.9M
Discretionary AUM
$442.2M
Team
7 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $79.7M |
| High net worth individuals | 76 | $264.9M |
| Pension/profit sharing plans | 41 | $115.2M |
States served
IL, KY, OH, TN, TX
All web addresses on file
Official SEC filing: View on IAPD