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ALPHA INVESTMENT CONSULTING GROUP, LLC
111 East Kilbourn Avenue
Suite 1600
Milwaukee, Wisconsin 53202
Tel: 414-319-4100
About ALPHA INVESTMENT CONSULTING GROUP, LLC
ALPHA INVESTMENT CONSULTING GROUP, LLC, formally registered with the SEC as ALPHA INVESTMENT CONSULTING GROUP, LLC. The firm was established in 06/09/2006. They have over 1 offices throughout the country.
ALPHA INVESTMENT CONSULTING GROUP, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $560,489,500 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139721 |
| SEC# | 801-66652 |
| Assets Managed by Firm | $560,489,500 |
| No. of Clients | 11 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Pesnsion consulting services
- Other (INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $560,489,500 |
| High net worth individuals | 15 | $10,632,014 |
| Pension and profit sharing plans | 33 | $439,151,070 |
| Charitable organizations | 21 | $110,706,416 |
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