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Building 2ALPHA INVESTMENT CONSULTING GROUP, LLC

Map pinMILWAUKEE, WI
Phone414-319-4100
NotebookSEC #801-66652
Total AUM
$713.6M
Employees
8
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 EAST KILBOURN AVENUE
SUITE 1600
MILWAUKEE
WI 53202
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
414-319-4100

ReceiptFinancials

Total AUM
$713.6M
Accounts
11
Discretionary
$713.6M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
14
AUM
$12.2M
Pension/Profit Sharing Plan Clients
27
AUM
$559.4M
Charitable Organization Clients
19
AUM
$142M

Briefcase businessServices

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Services Offered
Other ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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