Alpha Global Investments
Financial Services • 
San Diego, California, United States • 1-10 Employees
Company overview
| Headquarters | 701 B Street, Suite 328, San Diego, CA 92101, US |
| Phone number | +18582076101 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Wealth Management, Portfolio Management, Financial Planning, 401(K) Pension |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at Alpha Global Investments
Diana Nelson
Financial Director
Alpha Global Investments Email Formats
Alpha Global Investments uses 1 email format. The most common is {first initial} (e.g., j@alphaglobalinvest.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@alphaglobalinvest.com | 100% |
About Alpha Global Investments
Alpha Global Investments provides services in the areas of portfolio management and financial planning. We specialize in helping clients achieve their long-term financial goals. We use objective and prudent advice so clients can apply a process to succeed in reaching their goals. our transparent platform platform gives clients comfort in knowing that we are acting in a true fiduciary manner. Our comprehensive and dynamic approach to managing your wealth utilizes proprietary methods to understand your challenges, clarify your goals, and provide thoughtful, personalized financial planning investment solutions. In addition, we encourage clients to allow us to communicate with their trusted investments advisory professionals (i.e, CPAs and attorneys) to ensure strategic and tax efficient plans. Our financial planning process entails a five-step approach that allows us to better understand your financial objectives. Our portfolio design process weighs several different factors: risk tolerance, investment objectives, liquidity needs, tax considerations, and the requirements of estate and financial planning. These different factors play an intricate part as to how each client portfolio is managed to help them meet their long term goals.
Alpha Global Investments revenue & valuation
| Annual revenue | $6,161,992 |
| Revenue per employee | $1,541,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Alpha Global Investments has never raised funding before.
Alpha Global Investments Tech Stack
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