Alpha Investment Consulting Group, LLC

$713.6MAssets under management
as of Mar 2026 · SEC Form ADV
Milwaukee, WI
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Tech stack

No one at Alpha Investment Consulting Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Transamerica Financial Advisors, Inc
Per Form ADV · $272M held · filed Mar 2024
Matrix Trust
Per Form ADV · $155M held · filed Mar 2024
Fifth Third Bank, National Association
Per Form ADV · $60M held · filed Mar 2024