Advisory Alpha LLC

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Assets, Funds, Holdings

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Advisory Alpha LLC
CRD #158282
SEC #801-72499
CIK #0001576762
AUM $3.5 B (2025-04-24)
Employees 60 (95% Investors, 8% Brokers)
Phone866-530-1400
Address348 S Waverly Rd
Holland, MI 49423
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
4.03.22.41.60.80.02011201620212026
CIK Period
0001576762
Sector Form 13F Holdings Value ($B)
Global MOFY Metaverse Ltd 0.1
Apple Inc 0.1
Microsoft Corp 0.0
Nvidia Corp 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 8,170 1.3
(b) Individuals (high net worth individuals) 354 0.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 35 0.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 4,567 1.4
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 22,480 3.5
By Discretionary
Discretionary 22,480 3.5
Non-Discretionary 0 0.0
Total 22,480 3.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.5
Total 22,480 3.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001576762]
Related Firms State AUM ($B)
Advisory Alpha LLC
MI 3.5
Planners Alliance LLC
MI 0.0
Comparable Firms State AUM ($B)
Boston Common Asset Management LLC
MA 3.6
Alera Investment Advisors LLC
IL 3.6
Matter LLC
MO 3.5
Financial Integrity Advisors LLC
PA 3.5
Halbert Hargrove Global Advisors LLC
CA 3.5
Sound Income Strategies LLC
FL 3.5
Good Life Advisors LLC
PA 3.5
EPG Incorporated
MA 3.5
Team Hewins LLC
CA 3.4
Cumberland Advisors Inc
FL 3.3
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