ALPha Capital Advisors, Inc Dba Eagle Financial Strategies is an adviser based in Brewer. It manages $48.04 million of regulatory assets for 471 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Maine, New Hampshire, and Pennsylvania.
ALPha Capital Advisors, Inc Dba Eagle Financial Strategies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of ALPha Capital Advisors, Inc Dba Eagle Financial Strategies is $48.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay ALPha Capital Advisors, Inc Dba Eagle Financial Strategies for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Park Otto Johnson has been acting as President since 1 Sep 1996. Steven Duval Harrison joined the executive team most recently as the Financial Advisor.
The principal office where ALPha Capital Advisors, Inc Dba Eagle Financial Strategies performs its advisory services is located at 12 Acme Road, Suite 203, Brewer, ME 04412, which is also the mailing address of the firm. An additional office of the firm is in Hermon, ME. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-989-5522 or by fax 207-989-6153. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.