Alpha Investment Consulting Group, LLC
Alpha Investment Consulting Group, LLC is an SEC-registered ria in Milwaukee, WI with $713.6M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Alpha Investment Consulting Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139721, SEC 801-66652, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $713.6M (2026-03-25)
- Firm type
- Ria
- Location
- Milwaukee, WI
- Employees
- 8
- Clients
- 60
- CRD
- 139721
- Ownership
- BUKOWSKI, ROBERT, JOHN; POLARIS POINT PARTNERS; HALLMANN, MICHAEL, SCOTT; MAIER, JOHN, MICHAEL
How much AUM does Alpha Investment Consulting Group, LLC have?
Alpha Investment Consulting Group, LLC reported $713.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Alpha Investment Consulting Group, LLC?
Disclosed owners and executives of Alpha Investment Consulting Group, LLC include BUKOWSKI, ROBERT, JOHN, POLARIS POINT PARTNERS, HALLMANN, MICHAEL, SCOTT, MAIER, JOHN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.