Alpha Wealth Management and Planning LLC
Legal Name: ALPHA WEALTH MANAGEMENT AND PLANNING LLC
Full Contact Details
Alpha Wealth Management and Planning LLC
350 IGNACIO BLVD, SUITE 105, NOVATO, CA
415-506-4569
415-508-3467
Other Info
Alpha Wealth Management and Planning LLC, a California Limited Liability Company, is an SEC approved firm with 11 employees, 8 of them in advisory positions. Although the number of clients they serve is unknown, their dedication to providing financial planning services to their clients is evident in their established presence.
Alpha Wealth Management & Planning, LLC
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Direct Owners
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ANDREI NICOLAI JIGALIN
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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MATTHEW JONES FANNIN
MANAGING MEMBER/PRINCIPAL owns more than 50% but less than 75%