Alpha Financial Management, Inc.
Alpha Financial Management, Inc. is an SEC-registered mass-market adviser with $109.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Alpha Financial Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125800, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $109.4M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 115
- CRD
- 125800
- Ownership
- DAYOUB, IRIS, MACK; Jordan, Wayne, Riley; Jordan, Mary, Petrone
How much AUM does Alpha Financial Management, Inc. have?
Alpha Financial Management, Inc. reported $109.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Alpha Financial Management, Inc.?
Disclosed owners and executives of Alpha Financial Management, Inc. include DAYOUB, IRIS, MACK, Jordan, Wayne, Riley, Jordan, Mary, Petrone. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.