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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