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ALPHA ANALYTICS INVESTMENT GROUP LLC
1901 Avenue Of The Stars, Suite 1100
Los Angeles, California 90067
Tel: 310-556-0389
About ALPHA ANALYTICS INVESTMENT GROUP LLC
ALPHA ANALYTICS INVESTMENT GROUP LLC, formally registered with the SEC as ALPHA ANALYTICS INVESTMENT GROUP LLC. The firm was established in 04/30/2018. They have over 1 offices throughout the country.
ALPHA ANALYTICS INVESTMENT GROUP LLC is a Los Angeles, California based Financial Planning firm with nearly $214,939,000 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109844 |
| SEC# | 801-113041 |
| Assets Managed by Firm | $214,939,000 |
| No. of Clients | 160 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (MONTHLY RETAINERS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 160 | $214,939,000 |
| Individuals (other than high net worth individuals) | 23 | $7,422,000 |
| High net worth individuals | 32 | $207,517,000 |
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