ALPHATRUST ADVISORY GROUP, LLC

ALPHATRUST ADVISORY GROUP, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 340962).

Registration

• CRD: 340962
• SEC file number: 801-136389
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340962 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search