ALPHA FINANCIAL ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 122545). Regulatory assets under management: $619.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Ann Marie Reilley Gugle | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER (7/2019) | — |
| Henry Nicholson Barringer | MEMBER | — |
| MCGEHEE JAMES BERNARD | MEMBER | — |
| GUGLE JOHN THOMAS | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER (+2 more) | — |
| GUGLE ANN MARIE REILLEY | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER (7/2019); MANAGING MEMBER / CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER (+3 more) | — |
| BARRINGER HENRY NICHOLSON | MEMBER | — |
| Tyler William Weaver | FINANCIAL ADVISOR | — |