Alpha Investment Consulting Group, LLC
● SEC registered since 2006CRD 139721SEC# 801-66652Milwaukee, WI
Reg. AUM
$713.6M
Employees
8
Accounts
11
Location
Milwaukee, WI
Alpha Investment Consulting Group, LLC assets under management
Alpha Investment Consulting Group, LLC is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2006. It reports $713.6 million in regulatory assets under management and employs 8 people.
Alpha Investment Consulting Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert John Bukowski Control | Senior Consultant, Chief Compliance Officer And Sole Member | Over 75% | 2013 |
Frequently asked questions
How much does Alpha Investment Consulting Group, LLC manage?
Alpha Investment Consulting Group, LLC reports $713.6 million in regulatory assets under management on its Form ADV.
How many employees does Alpha Investment Consulting Group, LLC have?
Alpha Investment Consulting Group, LLC reports 8 employees.
Where is Alpha Investment Consulting Group, LLC located?
Alpha Investment Consulting Group, LLC is based in Milwaukee, WI and has been SEC-registered since 2006.
Does Alpha Investment Consulting Group, LLC disclose fund performance?
Alpha Investment Consulting Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202 |
| Phone | 414-319-4100 |
| Fax | 414-319-4110 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$713.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$713.6Mregulatory AUM
Discretionary $713.6M