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ALPHASIMPLEX GROUP, LLC
200 State Street
Boston, Massachusetts 02109
Tel: 617-475-7100
About ALPHASIMPLEX GROUP, LLC
ALPHASIMPLEX GROUP, LLC, formally registered with the SEC as ALPHASIMPLEX GROUP, LLC. The firm was established in 10/23/2003. They have over 1 offices throughout the country.
ALPHASIMPLEX GROUP, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $4,522,777,264 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 44 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128356 |
| SEC# | 801-62448 |
| Assets Managed by Firm | $4,522,777,264 |
| No. of Clients | 13 |
| No. of Advisors | 44 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIOS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $4,522,777,264 |
| Pension and profit sharing plans | Fewer than 5 clients | $150,910,027 |
| Corporations or other businesses | Fewer than 5 clients | $10,615,282 |
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