Jeffrey Howard Burg
PresidentAlphatrust Advisory Group, LLCCRD 3168645
About Jeffrey Howard Burg
Jeffrey Howard Burg is listed as President at Alphatrust Advisory Group, LLC in Phoenix, AZ. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Howard Burg is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Alphatrust Advisory Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Howard Burg work?
Jeffrey Howard Burg is listed as President at Alphatrust Advisory Group, LLC on SEC Form ADV.
How much of Alphatrust Advisory Group, LLC does Jeffrey Howard Burg own?
Form ADV reports a beneficial ownership band of Under 5%.
Alphatrust Advisory Group, LLC
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Alphatrust Advisory Group, LLC
| Title | Grantor, Trustee, And Beneficiary |
| Ownership | — |
| Control person | Yes |
| Since | 2021 |
Alphatrust Advisory Group, LLC
| Title | Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2026 |