Alpha Financial Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

11325 N Community House Rd Ste 410, Char...

Phone Number

(704) 716-1100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Alpha Financial Advisors

Alpha Financial Advisors is a financial management firm based in Charlotte, North Carolina, dedicated to helping clients manage their wealth in alignment with their personal goals and passions. They offer services in financial planning and investment management, focusing on creating tailored strategies that reflect individual values and objectives. The firm emphasizes a fee-only approach to ensure objective advice and a personal connection with clients. Their target clients include individuals seeking guidance through life's financial transitions and those looking to optimize their financial outcomes.Explore more
Alpha Financial Advisors's Social MediaPopular SearchesAlpha Financial Advisors LLCAlpha Financial AdvisorsAlpha Advisor Service LLCAlpha Associates LLCAlpha Capital Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Alpha Financial Advisors Org Chart

AG
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Chief Executive Officer & Principal

PhoneEmail
KS
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Team Member

PhoneEmail
VD
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Office Client Service Associate & Manager

PhoneEmail
AB
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Team Member

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CN
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Portfolio Manager, Financial & Advisor

PhoneEmail
TW
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Financial Advisor

PhoneEmail
NB
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Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneEmail
JM
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Financial Advisor

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MD
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Financial Associate & Advisor

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HM
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Associate Advisor

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JB
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Financial Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alpha Financial Advisors

<$5M
1-10
Private
-
2002
AG
Ann GugleCEO & Principal
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2014
ES
Erik SelnessWealth Advisor
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
1999
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Alpha Financial Advisors Tech Stack

A closer look at the technologies used by Alpha Financial Advisors

Top Finance Companies

Frequently Asked Questions Regarding Alpha Financial Advisors

What is Alpha Financial Advisors's official website?
Alpha Financial Advisors's official website is www.alphafa.com
What is Alpha Financial Advisors's Revenue?
Alpha Financial Advisors's revenue is <$5 Million
What is Alpha Financial Advisors's SIC code?
Alpha Financial Advisors's SIC: 62,628
What is Alpha Financial Advisors's NAICS code?
Alpha Financial Advisors's NAICS: 52,523
How many employees does Alpha Financial Advisors have?
Alpha Financial Advisors has 1-10 employees
What industry does Alpha Financial Advisors belong to?
Alpha Financial Advisors is in the industry of: Finance, Securities Trading
What is Alpha Financial Advisors competition?
Alpha Financial Advisors top competitors include: Stockade Wealth Management, Horizon Advisors, Selkirk Wealth Advisors, Poulos Advisors
What technology does Alpha Financial Advisors use?
Some of the popular technologies that Alpha Financial Advisors uses are: goo.gl, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Alpha Financial Advisors?
Alpha Financial Advisors contact info: Phone number: (704) 716-1100 Website: www.alphafa.com
What does Alpha Financial Advisors do?

Alpha Financial Advisors is a financial management firm based in Charlotte, North Carolina, dedicated to helping clients manage their wealth in alignment with their personal goals and passions. They offer services in financial planning and investment management, focusing on creating tailored strategies that reflect individual values and objectives.... The firm emphasizes a fee-only approach to ensure objective advice and a personal connection with clients. Their target clients include individuals seeking guidance through life's financial transitions and those looking to optimize their financial outcomes.Read More

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

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