Falists
← Back to search

ALPHA INVESTMENT CONSULTING GROUP, LLC

CRD 139721 · SEC 801-66652

Visit website

111 EAST KILBOURN AVENUE, SUITE 1600, MILWAUKEE, WI, 53202, United States

Phone

414-319-4100

Fax

414-319-4110

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$713.6M

Discretionary AUM

$713.6M

Team

8 total employees; 3 advisory reps; 49 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Pension consultingINVESTMENT CONSULTING

Client types

TypeClientsAUM
High net worth individuals14$12.2M
Pension/profit sharing plans27$559.4M
Charitable organizations19$142.0M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD