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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alpha Investment Consulting Group LLC
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|---|---|
| CRD # | 139721 |
| SEC # | 801-66652 |
| CIK # | |
| AUM | $635.7 M (2025-03-17) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 414-319-4100 |
| Address | 111 East Kilbourn Avenue Milwaukee, WI 53202 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 11.2 |
| (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 | 32 | 498.9 |
| (h) Charitable organizations | 20 | 125.6 |
| (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 | 11 | 635.7 |
| By Discretionary | ||
| Discretionary | 11 | 635.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 635.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 635.7 | |
| Total | 11 | 635.7 |
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