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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Analytics Investment Group LLC
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| CRD # | 109844 |
| SEC # | 801-113041 |
| CIK # | |
| AUM | $234.7 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 310-556-0389 |
| Address | 1901 Avenue of The Stars, Suite 1100 Los Angeles, CA 90067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 8.8 |
| (b) Individuals (high net worth individuals) | 33 | 225.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 171 | 234.7 |
| By Discretionary | ||
| Discretionary | 61 | 85.5 |
| Non-Discretionary | 110 | 149.3 |
| Total | 171 | 234.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.7 | |
| Total | 171 | 234.7 |
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|---|---|---|
|
Muirfield Wealth Advisors LLC
✚
|
NC | 0.2 |
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Foronjy Financial LLC
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Silver Lake Capital Partners LLC
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TX | 0.2 |
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Cypress Capital Wealth Management LLC
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MI | 0.2 |
|
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GA | 0.2 |
|
Mount Vernon Associates Inc
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MD | 0.2 |
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Kaizen Financial Strategies LLC
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CA | 0.2 |
|
True Vision MN LLC
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|
MN | 0.2 |