ALPHA INVESTMENT CONSULTING GROUP, LLC
Adviser information for ALPHA INVESTMENT CONSULTING GROUP, LLC last updated from Form ADV on March 21st, 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 | Wisconsin, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $560.5M |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $560.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 15 | $10.6M |
| 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 | 33 | $439.2M |
| Charitable organizations | 21 | $110.7M |
| 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 | 58 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Pension consulting servicesINVESTMENT CONSULTING |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-66652 |
|---|---|
| SEC ERA File Number | 801-66652 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139721 |
| Legal Entity Identifier | None |
Principal Office
111 EAST KILBOURN AVENUESUITE 1600
MILWAUKEE
WI
United States
Monday - Friday, 8:00 - 5:00
Tel: 414-319-4100, Fax: 414-319-4110
Chief Compliance Officer
ROBERT J. BUKOWSKI
SENIOR CONSULTANT/MANAGING MEMBER
111 E. KILBOURN AVE.
SUITE 1600
MILWAUKEE
WI
United States
Tel:
414-319-4100
Fax:
414-319-4110
B*******@*******************M
(Full email address available in API data)
Regulatory Contact
PATRICK J. PIERCE
CONTROLLER
111 EAST KILBOURN AVENUE
MILWAUKEE
WI
United States
Tel:
414-319-4100
Fax:
414/319-4110
P******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BUKOWSKI, ROBERT, JOHN | Individual | – | SENIOR CONSULTANT, CHIEF COMPLIANCE OFFICER AND SOLE MEMBER | 05/2013 | > 75% |