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ALPHA

NEW YORK, NY · CRD 313285 · IAPD ↗ · 2129339301

$54.1MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — ALPHA reported RAUM up 26% ($55.5M -> $70.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.