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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2018
- Office Locations
- 2
Office Locations
About Alpha Asset Advisors LLC
Alpha Asset Advisors is an RIA providing dividend-focused SMA portfolio management as a sub-advisor to asset managers and investment professionals. The strategy is a transparent, tax-efficient, low-turnover, 100% equity portfolio built from high-quality Russell 1000 Value companies, designed to help mitigate volatility while targeting consistent long-term growth for end-clients’ retirement, education, and wealth-transfer goals. The team has run the dividend approach since 2010.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
JOHN MICHAEL DYER
Advisor, Chief Operating Officer
- CRD
- #4980762
- Ownership
- 25% but less than 50%
PAUL EDGAR ERICKSON
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #5157556
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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DONALD A MCLEOD
--
- CRD
- #329460
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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