Advisory Alpha, LLC
Firm details
- Headquarters
- Holland, Michigan
- CRD number
- 158282
- Registered since
- June 14, 2011
- Website
- www.advisoryalpha.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers44.71%
- Individuals33.52%
- HNWI20.8%
- Pension & Profit Sharing Plans0.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Advisory Alpha, LLC is an independent, SEC-registered registered investment adviser that has been operating since 2011 and is owned by an individual. The firm advises both individual and family clients as well as institutional accounts and markets a mix of services that include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars or workshops. Its fees are charged via a combination of AUM-based percentage fees, hourly billing, and fixed-fee arrangements. Advisory Alpha does not identify as an active ESG investor and is not structured as a capital allocator entity; nevertheless, it places client capital with third-party managers for certain alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 5
Steve Osterink
Owner, Chief Investment OfficerCRD 4994816
Steven Milligan
CEOCRD 5606511
Janine Osterink
Chief Compliance OfficerCRD 6141796
Contacts
3 of 59
Jonathan Lohr
Research DirectorCRD 5217936
Deirdre Hafen
Investment Advisor RepresentativeCRD 5915660
Elizabeth Skoglund
Director of OperationsCRD 2593560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 319Active vs passive
$6.6B in ETFs
91%
$6B
8%
$614M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $344M | 2,888,101 | 5.21% |
Location
Holland, MI
Ottawa
Location
Holland, MI
Headquartered in Holland, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Ottawa
- Address
- 348 S Waverly Rd
- Time zone
- ET (UTC-5)
- Office locations
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