ALPHA ASSET MANAGEMENT

Overview

Alpha Asset Management is a small, privately owned advisory firm focused on fee-based portfolio management for individuals, families and small businesses. The firm operates as a corporation under individual ownership and uses a percentage-of-AUM fee model to manage discretionary portfolios. Its stated preference is equities, and its reported asset mix shows a heavy tilt toward exchange-traded instruments. Alpha Asset Management is not positioned as an ESG-driven or multi-state adviser; it maintains affiliations across broker-dealer, other investment adviser and insurance company channels to support distribution and product access. The firm was recognized by investor.com as a “Top RIA Firms to Watch” in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices