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ALPHA ASSET ADVISORS LLC
CRD 295093
306 SOUTH WASHINGTON AVE., SUITE 228, ROYAL OAK, MI, 48067, United States
Phone
248-549-8888
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.1M
Discretionary AUM
$13.1M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $13.1M |
All web addresses on file
Official SEC filing: View on IAPD