Advisory Alpha

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

348 S Waverly Rd Ste 100, Holland, Michi...

Phone Number

(866) 530-1400

Revenue

<$5 Million

Industry

Finance Securities Trading

About Advisory Alpha

Advisory Alpha is an SEC Registered Investment Advisor that provides a comprehensive advisory solution tailored for select financial advisors. Their services include advanced planning, asset management, compliance, marketing, and technology, all designed to simplify and enhance the operations of advisory practices. The company focuses on partnering with advisors who prioritize financial planning and relationship management, offering a flexible and cost-effective alternative to traditional asset management platforms. Advisory Alpha aims to empower advisors to maximize their impact on clients' financial lives while maintaining ethical best practices.Explore more
Advisory Alpha's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Advisory Alpha Org Chart

PhoneEmail
JL
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Director, Research

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EB
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Director, Cx

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NH
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Director, Financial Planning

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ND
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Director, Design

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BK
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Director, Operations

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LV
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Finance Specialist

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DA
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Finance Specialist

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CB
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Development Specialist

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JB
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Crpc Wealth Advisor

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LS
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Investment Advisor & Representative

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JB
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Advisor Associate

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GM
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Financial Advisor

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Compare Similar Companies to Advisory Alpha

Compare insights from companies similar to Advisory Alpha, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisory Alpha

<$5M
11-50
Private
<$5M
2014
JL
Jonathan LohrDirector, Research
$16M
11-50
Private
<$5M
1983
MR
Matthew RozziChief Operating Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Advisory Alpha Tech Stack

A closer look at the technologies used by Advisory Alpha

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Frequently Asked Questions Regarding Advisory Alpha

What is Advisory Alpha's official website?
Advisory Alpha's official website is www.advisoryalpha.com
What is Advisory Alpha's Revenue?
Advisory Alpha's revenue is <$5 Million
What is Advisory Alpha's SIC code?
Advisory Alpha's SIC: 62,628
What is Advisory Alpha's NAICS code?
Advisory Alpha's NAICS: 52,523
How many employees does Advisory Alpha have?
Advisory Alpha has 11-50 employees
What industry does Advisory Alpha belong to?
Advisory Alpha is in the industry of: Finance, Securities Trading
What is Advisory Alpha competition?
Advisory Alpha top competitors include: Fulcrum Wealth Advisors, Wealth Advisory Services, Ratcliff Financial Services, KB Financial Companies
What technology does Advisory Alpha use?
Some of the popular technologies that Advisory Alpha uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
How do I contact Advisory Alpha?
Advisory Alpha contact info: Phone number: (866) 530-1400 Website: www.advisoryalpha.com
What does Advisory Alpha do?

Advisory Alpha is an SEC Registered Investment Advisor that provides a comprehensive advisory solution tailored for select financial advisors. Their services include advanced planning, asset management, compliance, marketing, and technology, all designed to simplify and enhance the operations of advisory practices. The company focuses on partnering... with advisors who prioritize financial planning and relationship management, offering a flexible and cost-effective alternative to traditional asset management platforms. Advisory Alpha aims to empower advisors to maximize their impact on clients' financial lives while maintaining ethical best practices.Read More

What are Advisory Alpha social media links?
Advisory Alpha Linkedin page Advisory Alpha Facebook page
Is Advisory Alpha a public company?
Advisory Alpha is private company therefore does not currently have an official ticker symbol
See more information about Advisory Alpha

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