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ALPHA INITIATIVE
ALPHA INITIATIVE, INC.
CRD 299242
10687 SWEDE CREEK ROAD, PALO CEDRO, CA, 96073, United States
Phone
530-953-2121
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$6.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $3.7M |
| High net worth individuals | 4 | $2.5M |
Official SEC filing: View on IAPD