348 S Waverly Rd
Suite 100
Holland, Michigan 49423
Tel: 866-530-1400
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158282 |
| SEC# | 801-72499 |
| Assets Managed by Firm | $2,997,055,995 |
| No. of Clients | 20609 |
| No. of Advisors | 57 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20609 | $2,997,055,995 |
| Individuals (other than high net worth individuals) | 7692 | $1,166,708,557 |
| High net worth individuals | 269 | $520,394,515 |
| Pension and profit sharing plans | 95 | $128,280,974 |
| Other investment advisers | 4804 | $1,181,671,949 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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