ALPHA INITIATIVE

ALPHA INITIATIVE of PALO CEDRO, CA is an SEC-registered investment adviser (CRD 299242). Regulatory assets under management: $6.2M.

Registration

• CRD: 299242
• Type: Registered investment adviser
• Location: 10687 SWEDE CREEK ROAD, PALO CEDRO, CA, 96073
• Phone: 530-953-2121
• Latest filing: 2026-05-08
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299242 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search