Arthur
Doglione

Alpha Fiduciary

CRD#1794772
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Arthur Doglione is a financial advisor operating out of Scottsdale, Arizona who has 16 years of industry experience. Doglione is an employee of Alpha Fiduciary. They have worked at Alpha Fiduciary for their whole career. Doglione holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Texas. Alpha Fiduciary is a firm based out of Scottsdale, AZ. It controls $146 million in total assets across its 301 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 301 customer accounts, 34% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors usually depend on the financial services offered. Fee types charged by Alpha Fiduciary likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

20645 N. Pima Road Suite N-225
Scottsdale, AZ 85255

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Alpha Fiduciary Brokerage Details

Total Assets Under Management

$145,458,400

AZ Average: $1,555,372,352
Total Number of Employees

4

AZ Average: 37
Total Number of Accounts

301

AZ Average: 1,370
Average Account Size

$483,250

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Arthur Doglione Work History

Arthur has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Alpha Fiduciary Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Arthur Doglione to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alpha Fiduciary

Curtis Anderson
Scottsdale, AZ
Arthur Doglione
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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