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ADVISORY ALPHA, LLC

348 S Waverly Rd
Suite 100
Holland, Michigan 49423
Tel: 866-530-1400

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About ADVISORY ALPHA, LLC

ADVISORY ALPHA, LLC, formally registered with the SEC as ADVISORY ALPHA, LLC. The firm was established in 06/14/2011. They have over 24 offices throughout the country.

ADVISORY ALPHA, LLC is a Holland, Michigan based Financial Planning firm with nearly $2,997,055,995 assets under management, offering retirement planning & investment advisory services to 20609 clients. The firm is staffed with 57 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158282
SEC#801-72499
Assets Managed by Firm$2,997,055,995
No. of Clients20609
No. of Advisors57

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total20609$2,997,055,995
Individuals (other than high net worth individuals)7692$1,166,708,557
High net worth individuals269$520,394,515
Pension and profit sharing plans95$128,280,974
Other investment advisers4804$1,181,671,949

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PLANTE MORAN FINANCIAL ADVISORS
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$20,526,058,79617010134
OA PRIVATE CAPITAL
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Grand Rapids, MI, 49503
$20,209,044,3478574
YOUSIF CAPITAL MANAGEMENT, LLC
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Bloomfield Hills, MI, 48304
$15,029,547,34341215
BRICKTOWN CAPITAL, LLC
600 E. Lafayette Blvd
Detroit, MI, 48226
$11,989,880,00010531

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