ALPHA PLANNING AND FINANCIAL SERVICES, INC.
CRD #130842 SEC #801-135159 SOLON, OH 440-519-0300
SEC Registered
Total AUM
$108.9M
Discretionary
$108.9M
Employees
5
Clients
101
Accounts
560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $108.9M | $108.9M | $0 | 5 | 0 |
DateDec 2025
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees5
Clients0