ALPHA ASSET ADVISORS LLC

ALPHA ASSET ADVISORS LLC of ROYAL OAK, MI is an SEC-registered investment adviser (CRD 295093). Regulatory assets under management: $13.1M.

Registration

• CRD: 295093
• Type: Registered investment adviser
• Location: 306 SOUTH WASHINGTON AVE., ROYAL OAK, MI, 48067
• Phone: 248-549-8888
• Latest filing: 2026-02-13
• Regulatory AUM: $13.1M
• Discretionary AUM: $13.1M
• Clients: 4
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295093 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search