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ALPHA DOG ADVISORS
1050 Reservoir Ave
Cranston, Rhode Island 02910
Tel: 401-351-4900
About ALPHA DOG ADVISORS
ALPHA DOG ADVISORS, formally registered with the SEC as ALPHA DOG ADVISORS. The firm was established in 10/08/2021. They have over 2 offices throughout the country.
ALPHA DOG ADVISORS is a Cranston, Rhode Island based Financial Planning firm with nearly $168,100,000 assets under management, offering retirement planning & investment advisory services to 522 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152001 |
| SEC# | 801-122502 |
| Assets Managed by Firm | $168,100,000 |
| No. of Clients | 522 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Other (COMPENSATION FROM THE SALE OF INSURANCE ASSETS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other (COMPENSATION FROM THE SALE OF INSURANCE ASSETS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 522 | $168,100,000 |
| Individuals (other than high net worth individuals) | 138 | $40,600,000 |
| High net worth individuals | 30 | $61,000,000 |
| Other investment advisers | 1 | $5,500,000 |
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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
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| $1,879,594,055 | 1833 | 21 |
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