RIA Intelligence

ALPHA INVESTMENT CONSULTING GROUP, LLC

CRD #139721 SEC #801-66652 MILWAUKEE, WI 414-319-4100
SEC Registered
Total AUM
$635.7M
Discretionary
$635.7M
Employees
8
Clients
--
Accounts
11

AUM Over Time

DateOct 2025
Total AUM$635.7M
Discretionary$635.7M
Non-Disc.$0
Employees8
Clients56
DateMar 2025
Total AUM$635.7M
Discretionary$635.7M
Non-Disc.$0
Employees8
Clients56
DateMar 2024
Total AUM$560.5M
Discretionary$560.5M
Non-Disc.$0
Employees8
Clients58
DateMar 2023
Total AUM$465.4M
Discretionary$465.4M
Non-Disc.$0
Employees8
Clients42
DateMar 2022
Total AUM$458.7M
Discretionary$458.7M
Non-Disc.$0
Employees8
Clients68
DateMar 2021
Total AUM$394.2M
Discretionary$394.2M
Non-Disc.$0
Employees8
Clients65
DateNov 2020
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees8
Clients65
DateMar 2020
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees8
Clients65
DateMar 2019
Total AUM$284.6M
Discretionary$284.6M
Non-Disc.$0
Employees9
Clients68
DateMar 2018
Total AUM$296M
Discretionary$296M
Non-Disc.$0
Employees9
Clients66
DateMar 2017
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees9
Clients26
DateMar 2016
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees9
Clients26
DateMar 2015
Total AUM$7.3M
Discretionary$0
Non-Disc.$7.3M
Employees9
Clients26
DateFeb 2014
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees9
Clients26
DateFeb 2014
Total AUM$4.9M
Discretionary$0
Non-Disc.$4.9M
Employees9
Clients26