CRD: 124313
Alpha Investment Management, Inc.
Novi, MI
2483464620
$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2009
- Office Locations
- 1
Office Locations
-- Novi MI
About Alpha Investment Management, Inc.
Alpha Investment Management, Inc. is a Novi-based RIA. The firm has been operating for 16 years. Managing $18.2M in total assets under management, with 1 advisory representatives. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Unlock to see real insight on timber element vertex.
Full visibility includes strategy notes for unison optima value.
Unlock to see real insight on wave ember.
Premium access reveals conviction themes in signal element optima.
Full visibility includes strategy notes for quantum meridian vertex.
Upgrade to reveal position-level detail across focus zenith.
Unlock to see real insight on bridge signal zenith.
Unlock to see real insight on frontier capital harbor.
Asset Classes
Focus Radial vector
Client Personas
Wave insight
Investment Themes
Horizon Horizon insight
Investment Vehicles
Quantum horizon
Services
Quantum value
Owner & Executives
B
BERNARD ALBERT SHINKEL
Investment Advisor Representative, President
- CRD
- #2376724
- Ownership
- 75% or more
(871) 562-5556
crest.peak@wavecapital.com
in linkedin.com/in/timber-north
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,244,571 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,244,571 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,244,571
Equity - Exchange:
47.7% Equity - OTC:
34.2% Cash:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,583,159,225 | 47.7% |
| Equity - OTC | $1,135,095,294 | 34.2% |
| Cash | $600,737,568 | 18.1% |
| Total | $3,318,992,087 | 100.0% |