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- Custodian
- Charles Schwab & Company ยท National Advisors Trust
- Clients
- Retail
- Platforms
- Bridge beaconBridge matrix
- Established Date
- 12-15-2008
- Office Locations
- 1
Office Locations
About Alpha Financial Management, Inc.
Alpha Financial Management is a Savannah, GA-based fee-only, fiduciary RIA providing comprehensive financial planning and wealth management for families, younger clients, and business owners/entrepreneurs. The firm delivers goal-based investment planning with diversified portfolios, rebalancing, and tax-aware gain/loss harvesting, often implemented with mutual funds and ETFs (Schwab custody). First two meetings and second-opinion portfolio reviews are no cost.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
Mary Petrone Jordan
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #6572556
- Ownership
- 50% but less than 75%
Wayne Riley Jordan
Broker, Owner, Secretary
- CRD
- #6494687
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL CHRISTOPHER DAYOUB
Owner
- CRD
- #5561334
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,376,177 | $201,429 |
| Non-Discretionary | $0 | -- |
| Total | $109,376,177 | $201,429 |
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Separately Managed Accounts
Total SMA Asset: $109,376,177
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,940,289,261 | 42.8% |
| Equity - Exchange | $1,841,115,706 | 26.8% |
| Cash | $2,088,429,756 | 30.4% |
| Total | $6,869,834,723 | 100.0% |