Alpha Investment Consulting Group, LLC
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Overview
Alpha Investment Consulting Group, LLC operates as a financial advisor company located in Milwaukee, Wisconsin. Alpha Investment Consulting Group, LLC handles $465.4 million in total assets throughout nine accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 4 financial advisors. Alpha Investment Consulting Group, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like options, bonds and equities.
Alpha Investment Consulting Group, LLC manages all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction choices for the client's account without requiring client authorization. The investment advisory firm's average account size is $51.7 million. An average advisor at Alpha Investment Consulting Group, LLC manages around two client accounts, making it one of the most individualized firms in the country.
Alpha Investment Consulting Group, LLC's main office is at 111 East Kilbourn Avenue, Milwaukee, Wisconsin 53202. The company is legally allowed to provide services to clients in the state of Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alpha Investment Consulting Group, LLC by the Numbers
$465.4 million
8
9
$51.7 million
Fee Structure
Fees charged by financial advisors largely depend on the type of financial services provided. However, fee types charged by the firm can be comprised of the following fee structures: asset-based or fixed. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Alpha Investment Consulting Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Alpha Investment Consulting Group, LLC
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
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