Advisory ALPha, LLC is a large advisory firm based in Holland. It manages $576.91 million of regulatory assets for 5,191 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, Arkansas, California, and 18 other states.
Advisory ALPha provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Advisory ALPha, LLC is $576.91 million. The firm's AUM has grown by 849% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Advisory ALPha, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and other investment advisers. The largest group of clients of Advisory ALPha is other investment advisers with 2,919 clients and $418.49 million of assets under management. Among the 9 most similar advisory firms, Advisory ALPha has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $576.91 million for 3,263 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Advisory ALPha doesn't advise any private funds.
The company employs 28 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. 22 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Advisory ALPha, LLC performs its advisory services is located at 148 S. River Avenue, Holland, MI 49423, which is also the mailing address of the firm. An additional office of the firm is in Pebble Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-530-1400 or by fax 616-530-1900. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at advisoryalpha.com.