ALPHA ASSET CONSULTING LLC

Adviser information for ALPHA ASSET CONSULTING LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Colorado, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	<5	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	8	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	12
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting servicesINVESTMENT CONSULTING SERVICES FOR INDIVIDUALS
Compensation	Hourly chargesFixed fees

Identifiers

SEC RIA File Number	801-61450
SEC ERA File Number	801-61450
SEC CIK Numbers	None
SEC CRD Numbers	122659
Legal Entity Identifier	None

Principal Office

3 BRADBURY LANE
LITTLETON
CO
United States

Monday - Friday, 9:00 A.M. - 3:00 P.M.

Tel: 303-321-3837, Fax: None

Websites

www.alpha-llc.com

Chief Compliance Officer

SHELLY R. JORDAN

PRESIDENT

3 BRADBURY LANE

LITTLETON

United States

Tel: 303-321-3837

S******@************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners