Alpha Planning and Financial Services

ALPHA PLANNING AND FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in Solon, Ohio, registered since 2026. The firm manages approximately $113...

Alpha Planning and Financial Services

ALPHA PLANNING AND FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in Solon, Ohio, registered since 2026. The firm manages approximately $113 million in assets. It has 5 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

What is the firm's known investment strategy?

No investment strategy can be confirmed. The entity has not published any description of its asset allocation, sector focus, stage preferences, or investment philosophy through a website, regulatory filing, or press release.

Does the firm have any disclosed portfolio companies or deals?

No portfolio companies, direct investments, or fund commitments have been disclosed. Industry databases, news archives, and regulatory filings contain no references to transactions executed by this entity.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.