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| Advisory Alpha LLC
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| |
|---|---|
| CRD # | 158282 |
| SEC # | 801-72499 |
| CIK # | 0001576762 |
| AUM | $3.0 BB (2024-05-31) |
| Employees | 60 (100% Investors, 10% Brokers) |
| Phone | 866-530-1400 |
| Address | 348 S Waverly Rd Holland, MI 49423 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| SPEM | 0.1 | ||
| AAPL | 2,382.8 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,692 | 1.2 |
| (b) Individuals (high net worth individuals) | 269 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 95 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4,804 | 1.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20,609 | 3.0 |
| By Discretionary | ||
| Discretionary | 20,609 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20,609 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 20,609 | 3.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001576762] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Advisory Alpha LLC
✚
|
MI | 3.0 |
|
Planners Alliance LLC
✚
|
MI | 0.0 |
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|---|---|---|
|
Capital Asset Advisory Services LLC
✚
|
MI | 3.2 |
|
Simplicity Wealth LLC
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|
NJ | 3.2 |
|
Halbert Hargrove Global Advisors LLC
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|
CA | 3.2 |
|
GWN Securities Inc
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|
FL | 3.1 |
|
Sound Income Strategies LLC
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FL | 3.0 |
|
Meridian Wealth Management LLC
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KY | 2.9 |
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Good Life Advisors LLC
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|
PA | 2.9 |
|
LarrainVial Asset Management Administradora General de Fondos Sa
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|
2.8 | |
|
Wealth Management Nebraska LLC
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|
NE | 2.8 |
|
Howland Capital Management LLC
✚
|
MA | 2.8 |