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
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
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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 targets advisors with a business-owner mindset who prioritize ethical practices and client relationships, offering them a cost-effective alternative to traditional asset management platforms. Advisory Alpha aims to empower its partners to deliver exceptional client experiences while maximizing the impact of their financial advisory services.Explore more
Advisory Alpha's Social MediaPopular SearchesAdvisory Alpha LLCAdvisory AlphaAliadvisor LLCAlpha Advisor AgencyAlpha AdvisorySIC 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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MB
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Director, Technology

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ND
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Director, Design

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NC
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Manager, Portfolio Data

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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
<$5M
11-50
Private
-
2017
RS
Ronald SwanickInvestment Advisor & Representative
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Advisory Alpha is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Advisory Alpha is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Advisory Alpha.

Advisory Alpha financials insights

Gather financial insights about Advisory Alpha, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Advisory Alpha Tech Stack

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Advisory Alpha News & Media

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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: Simplicity Wealth, Pillar Wealth Management, Fulcrum Wealth Advisors, Wealth Advisory Services
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 targets advisors with... a business-owner mindset who prioritize ethical practices and client relationships, offering them a cost-effective alternative to traditional asset management platforms. Advisory Alpha aims to empower its partners to deliver exceptional client experiences while maximizing the impact of their financial advisory services.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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