Advisory Alpha

Investment Management • United States • 21-50 Employees

Company overview

Headquarters	United States
Phone number	+18665301400
Website	advisoryalpha.com
NAICS	5231
SIC	628
Employees	21-50
Socials

Key Contacts at Advisory Alpha

Steve Osterink

Owner

Nick Heinrich

Financial Planning Director

Elijah Beckwith

Director - Cx

Michael Baker

Technology Director

Brian Kragt

Operations Director

Advisory Alpha Email Formats

Advisory Alpha uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@advisoryalpha.com), used 43.5% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@advisoryalpha.com	43.5%
{first initial}	j@advisoryalpha.com	34.8%
{first name}	john@advisoryalpha.com	21.7%

About Advisory Alpha

Advisory Alpha delivers comprehensive asset management services to our independent advisor partners as well as individual investors and retirement plans. Our philosophy is not to simply provide investment management services, but to provide partnership and counsel. We love what we do. And, we will always strive to improve our solutions and services with the sole goal of adding tremendous value to each and every client. We use the phrase “Don’t hurt me” to describe the attitude and expectation of most investors. Rather than attempting to aggressively achieve extremely high returns at the risk of severe loss, our goal is to strive for consistent, attractive returns. Aside from our investment solutions, we found a significant need to promote effective communication to investors. We continually develop tools designed to help investors gain a strong understanding of our specific investment philosophy and the investment solutions available today. Advisory Alpha’s roots can be traced back more than thirty five years but was established as an SEC Registered Investment Advisory firm in 2011. The firm is privately owned and located in Grand Rapids, MI but serves thousands of clients across the country.

Advisory Alpha revenue & valuation

Annual revenue	$2,842,014
Revenue per employee	$65,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$9,100,000
Total funding	No funding