ALTERNATIVE STRATEGIES GROUP, INC.
Firm details
- Headquarters
- SIOUX FALLS, South Dakota
- CRD number
- 169949
- Custodians
- AXOS CLEARING LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.64%
- HNWI37.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Alternative Strategies Group, Inc. is an independent registered investment adviser that serves individual and family clients. The firm reports a fee model that combines percentage-of-AUM billing with fixed fees and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is focused on pooled public vehicles: nearly the entirety of reported assets is held in public funds and mutual funds, while the firm also allocates to a limited set of third‑party alternative strategies—primarily real estate, commodities, and oil & gas. The client base and average account sizes point to a mass-affluent orientation rather than ultra-high-net-worth or institutional-only mandates. Alternative Strategies Group, Inc. does not identify itself as an active ESG investor and is not classified as a multi-state adviser in its filing. The firm is organized as a corporation with individual ownership and operates a small, regional footprint.
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1JASON ERICKSON
Financial AdvisorCRD 2527905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SIOUX FALLS, SD
MINNEHAHA
Location
SIOUX FALLS, SD
Headquartered in SIOUX FALLS, SD, in the Midwest of the United States.
- Region
- Midwest
- County
- MINNEHAHA
- Address
- 196 E 6th St
- Time zone
- CT (UTC-6)
- Office locations
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