Alpha Investment Consulting Group, LLC

Alpha Investment Consulting Group, LLC (CRD# 139721) is a financial advisory firm headquartered in Milwaukee, WI. They manage $560,489,500 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202
https://www.linkedin.com/company/alpha-investment-consulting-group/
By the Numbers
  • Total Assets Under Management
    560
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $50,953,591
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Alpha Investment Consulting Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert Bukowski, financial advisor Milwaukee WI
Robert J. Bukowski
CRD#: 1005454
111 E. Kilbourn, Suite 1600, Milwaukee, WI 53202

Robert Bukowski (CRD# 1005454) is an Investment Advisor Representative working at Alpha Investment Consulting Group, LLC in Milwaukee, WI and has over 43 years of experience in the finance industry.

2
Anthony Jones, financial advisor Milwaukee WI
Anthony J. Jones
CRD#: 6045691
111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202

Anthony Jones (CRD# 6045691) is an Investment Advisor Representative working at Alpha Investment Consulting Group, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

3
Matthew Rose, financial advisor Milwaukee WI
Matthew R. Rose
CRD#: 4868303
111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202

Matthew Rose (CRD# 4868303) is an Investment Advisor Representative working at Alpha Investment Consulting Group, LLC in Milwaukee, WI and has over 11 years of experience in the finance industry.

4
Julia Ramer, financial advisor Milwaukee WI
Julia C. Ramer
CRD#: 6772109
111 East Kilbourn Avenue, Suite 1600, Milwaukee, WI 53202

Julia Ramer (CRD# 6772109) is an Investment Advisor Representative working at Alpha Investment Consulting Group, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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