|
⚲
|
| Keyboard |
| Alpha Analytics Investment Group LLC
✚
|
|
|---|---|
| CRD # | 109844 |
| SEC # | 801-113041 |
| CIK # | |
| AUM | 253.4 M (2026-03-25) |
| 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) | 40 | 244.5 |
| (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 | 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 | 187 | 253.4 |
| By Discretionary | ||
| Discretionary | 62 | 76.1 |
| Non-Discretionary | 125 | 177.3 |
| Total | 187 | 253.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.4 | |
| Total | 187 | 253.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Defined Wealth Management LLC
✚
|
OR | 254.0 M |
|
Addis & Hill Incorporated
✚
|
PA | 254.0 M |
|
Connecticut Capital Management Group LLC
✚
|
CT | 253.9 M |
|
Green Alpha Advisors LLC
✚
|
CO | 253.9 M |
|
Decatur Capital Management Inc
✚
|
GA | 253.7 M |
|
Impact Capital LLC
✚
|
MD | 253.4 M |
|
MHS Advisory Services LLC
✚
|
MN | 253.3 M |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 253.2 M |
|
Sterling Retirement Group of Sacramento Inc
✚
|
CA | 253.0 M |
|
Robbins Farley LLC
✚
|
NH | 252.9 M |