ALPHA INVESTMENT CONSULTING GROUP, LLC

RIASEC RegisteredEst. 2006

Total AUM

$714M

Discretionary

$714M

100% of AUM

Avg account

$64.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MILWAUKEE, Wisconsin
CRD number: 139721
Registered since: June 9, 2006
Website: www.alpha-investment.com
Custodians: TRANSAMERICA FINANCIAL ADVISORS, LLC, VOYA FINANCIAL ADVISORS, INC., FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans78.39%
Charitable Organizations19.9%
HNWI1.71%
Services: Pension Consulting

Firm profile

FINTRX

Overview

Alpha Investment Consulting Group, LLC is an SEC‑registered investment adviser organized as an LLC and operating since 2006. The firm serves a mix of high‑net‑worth individuals and families as well as institutional clients. Compensation comes through both asset‑based fees and fixed fees, and the firm reports providing pension consulting services as part of its advisory activities. Alpha does not identify as an active ESG investor, and it is not structured as a multi‑state adviser or a capital allocator. Investor.com named the firm to a "Top RIA Firms to Watch" list in 2020, a recognition the firm has referenced in public materials.