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ADVISORY ALPHA, LLC
CRD 158282 · SEC 801-72499
348 S WAVERLY RD, SUITE 100, HOLLAND, MI, 49423, United States
Phone
866-530-1400
Fax
616-530-1900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.37B
Discretionary AUM
$4.37B
Team
66 total employees; 61 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8341 | $1.47B |
| High net worth individuals | 458 | $909.7M |
| Pension/profit sharing plans | 33 | $42.4M |
| Other investment advisers | 4999 | $1.96B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD