# ALPHATRUST ADVISORY GROUP, LLC

ALPHATRUST ADVISORY GROUP, LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 340962
- Type: SEC-registered investment adviser
- SEC file number: 801-136389
- Location: 5141 NORTH 40TH STREET, STE 400, PHOENIX, AZ, 85018
- Phone: (480) 681-0200
- Latest filing: 2026-06-18
- Clients: 7

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Howard Burg | GRANTOR, TRUSTEE, AND BENEFICIARY; MANAGER; PRESIDENT | — |
| Adriana Mange | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340962/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340962/similar
- Related entities: https://search.stillhousedata.com/firm/340962/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340962

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.