Alpha Fiduciary

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

7010 E Chauncey Ln Ste 130, Phoenix, Ari...

Phone Number

(888) 562-4033

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Alpha Fiduciary

Scottsdale Financial Wealth Management Advisors is a fee-only financial advisory firm dedicated to providing personalized wealth management solutions for high-net-worth clients. They offer a range of services including total wealth management, financial planning, investment management, and retirement solutions, all centered around the unique needs of their clients. The firm emphasizes integrity, accountability, and a client-centered approach, ensuring that their advice is unbiased and focused on the clients' financial goals. Their mission is to simplify and enhance the financial lives of families, allowing them to concentrate on what matters most.Explore more
Alpha Fiduciary's Social MediaPopular SearchesAlpha Fiduciary IncAlpha FiduciaryAlpha Fiduciary Management Co. LLCAlpha Fiduciary Insurance Services LLCAlpha Fiduciary Management Company LLCSIC Code 62,628NAICS Code 52,523Show more

Alpha Fiduciary Org Chart

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Compare insights from companies similar to Alpha Fiduciary, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alpha Fiduciary

<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
MK
Michael KarstensFounder & President
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alpha Fiduciary is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alpha Fiduciary is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alpha Fiduciary.

Alpha Fiduciary Tech Stack

A closer look at the technologies used by Alpha Fiduciary

Alpha Fiduciary News & Media

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Frequently Asked Questions Regarding Alpha Fiduciary

What is Alpha Fiduciary's official website?
Alpha Fiduciary's official website is www.alphafiduciary.com
What is Alpha Fiduciary's Revenue?
Alpha Fiduciary's revenue is <$5 Million
What is Alpha Fiduciary's SIC code?
Alpha Fiduciary's SIC: 62,628
What is Alpha Fiduciary's NAICS code?
Alpha Fiduciary's NAICS: 52,523
How many employees does Alpha Fiduciary have?
Alpha Fiduciary has 1-10 employees
What industry does Alpha Fiduciary belong to?
Alpha Fiduciary is in the industry of: Finance, Securities Trading
What is Alpha Fiduciary competition?
Alpha Fiduciary top competitors include: Pillar Wealth Management, Focus Financial Network, NestEggZone.com, Stockade Wealth Management
What companies has Alpha Fiduciary acquired?
Alpha Fiduciary has acquired the companies: Leavitt Capital Management
What technology does Alpha Fiduciary use?
Some of the popular technologies that Alpha Fiduciary uses are: AppRiver, Microsoft 365, GoDaddy DNS, Amazon Web Hosting
How do I contact Alpha Fiduciary?
Alpha Fiduciary contact info: Phone number: (888) 562-4033 Website: www.alphafiduciary.com
What does Alpha Fiduciary do?

Scottsdale Financial Wealth Management Advisors is a fee-only financial advisory firm dedicated to providing personalized wealth management solutions for high-net-worth clients. They offer a range of services including total wealth management, financial planning, investment management, and retirement solutions, all centered around the unique needs... of their clients. The firm emphasizes integrity, accountability, and a client-centered approach, ensuring that their advice is unbiased and focused on the clients' financial goals. Their mission is to simplify and enhance the financial lives of families, allowing them to concentrate on what matters most.Read More

What are Alpha Fiduciary social media links?
Alpha Fiduciary Linkedin page Alpha Fiduciary Twitter page Alpha Fiduciary Facebook page
Is Alpha Fiduciary a public company?
Alpha Fiduciary is private company therefore does not currently have an official ticker symbol
See more information about Alpha Fiduciary

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