ALPHA INVESTMENT MANAGEMENT
CRD #107578 SEC #801-53966 CINCINNATI, OH 513-621-9400
SEC Registered
Total AUM
$44.6M
Discretionary
$44.6M
Employees
3
Clients
--
Accounts
2,081
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $44.6M | $44.6M | $0 | 3 | 6 |
| Mar 2020 | $44.6M | $44.6M | $0 | 3 | 6 |
| Aug 2019 | $45.8M | $45.8M | $0 | 3 | 6 |
| Mar 2019 | $45.8M | $45.8M | $0 | 3 | 6 |
| Feb 2019 | $45.8M | $45.8M | $0 | 3 | 6 |
| Nov 2018 | $154.9M | $154.9M | $0 | 3 | 7 |
| Mar 2018 | $154.9M | $154.9M | $0 | 3 | 7 |
| Mar 2017 | $180.2M | $180.2M | $0 | 3 | 6,100 |
| Feb 2016 | $112.8M | $112.8M | $0 | 3 | 4,100 |
| May 2015 | $141.8M | $141.7M | $26K | 3 | 3,500 |
| Mar 2015 | $141.8M | $141.7M | $26K | 3 | 3,500 |
| Mar 2014 | $149.5M | $148.9M | $653.5K | 5 | 300 |
| Jun 2013 | $146.2M | $146.1M | $47K | 4 | 300 |
| Mar 2013 | $185.5M | $139.6M | $45.9M | 4 | 300 |
| Nov 2012 | $92.9M | $92.4M | $518.8K | 3 | 200 |
| Jul 2012 | $92.9M | $92.4M | $518.8K | 1 | 200 |
| Mar 2012 | $92.9M | $92.4M | $518.8K | 1 | 200 |
| Mar 2011 | $34.9M | $34.8M | $62.1K | 5 | -- |
| Mar 2011 | $26.2M | $24M | $2.2M | 5 | -- |
| Feb 2007 | $111.5M | $110M | $1.5M | 10 | -- |
| Dec 2006 | $112.5M | $110M | $2.5M | 10 | -- |
| Mar 2006 | $52M | $49.5M | $2.5M | 5 | -- |
| Sep 2005 | $35.9M | $33.3M | $2.6M | 5 | -- |
| Sep 2005 | $35.9M | $33.3M | $2.6M | 5 | -- |
| Jun 2005 | $31.6M | $29M | $2.6M | 5 | -- |
DateJun 2020
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees3
Clients6
DateMar 2020
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees3
Clients6
DateAug 2019
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees3
Clients6
DateMar 2019
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees3
Clients6
DateFeb 2019
Total AUM$45.8M
Discretionary$45.8M
Non-Disc.$0
Employees3
Clients6
DateNov 2018
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees3
Clients7
DateMar 2018
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees3
Clients7
DateMar 2017
Total AUM$180.2M
Discretionary$180.2M
Non-Disc.$0
Employees3
Clients6,100
DateFeb 2016
Total AUM$112.8M
Discretionary$112.8M
Non-Disc.$0
Employees3
Clients4,100
DateMay 2015
Total AUM$141.8M
Discretionary$141.7M
Non-Disc.$26K
Employees3
Clients3,500
DateMar 2015
Total AUM$141.8M
Discretionary$141.7M
Non-Disc.$26K
Employees3
Clients3,500
DateMar 2014
Total AUM$149.5M
Discretionary$148.9M
Non-Disc.$653.5K
Employees5
Clients300
DateJun 2013
Total AUM$146.2M
Discretionary$146.1M
Non-Disc.$47K
Employees4
Clients300
DateMar 2013
Total AUM$185.5M
Discretionary$139.6M
Non-Disc.$45.9M
Employees4
Clients300
DateNov 2012
Total AUM$92.9M
Discretionary$92.4M
Non-Disc.$518.8K
Employees3
Clients200
DateJul 2012
Total AUM$92.9M
Discretionary$92.4M
Non-Disc.$518.8K
Employees1
Clients200
DateMar 2012
Total AUM$92.9M
Discretionary$92.4M
Non-Disc.$518.8K
Employees1
Clients200
DateMar 2011
Total AUM$34.9M
Discretionary$34.8M
Non-Disc.$62.1K
Employees5
Clients--
DateMar 2011
Total AUM$26.2M
Discretionary$24M
Non-Disc.$2.2M
Employees5
Clients--
DateFeb 2007
Total AUM$111.5M
Discretionary$110M
Non-Disc.$1.5M
Employees10
Clients--
DateDec 2006
Total AUM$112.5M
Discretionary$110M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2006
Total AUM$52M
Discretionary$49.5M
Non-Disc.$2.5M
Employees5
Clients--
DateSep 2005
Total AUM$35.9M
Discretionary$33.3M
Non-Disc.$2.6M
Employees5
Clients--
DateSep 2005
Total AUM$35.9M
Discretionary$33.3M
Non-Disc.$2.6M
Employees5
Clients--
DateJun 2005
Total AUM$31.6M
Discretionary$29M
Non-Disc.$2.6M
Employees5
Clients--