CRD: 169949
Alternative Strategies Group, Inc.
Sioux Falls, SD, 57104
6052751011
$74.2M Total AUM
$74.2M Disc. AUM
-- 3Y CAGR
1 Employees
689 ADV. Clients
12 yrs Firm Age
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- Custodian
- American Funds ยท Axos
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 02-07-2014
- Office Locations
- 1
Office Locations
196 E. 6TH Street Suite 102 Sioux Falls SD
About Alternative Strategies Group, Inc.
Alternative Strategies Group, Inc. is a Sioux Falls-based RIA. The firm has been operating for 12 years. Managing $74.2M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Axos. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
55 AVG AGE
$74.2M AVG AUM / ADVISOR
$107.7K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Matrix element Fusion
Client Personas
Frontier glacier
Investment Themes
Optima eagle Unison
Investment Vehicles
Oak unison
Platform
Focus
Services
Ridge value Harbor Unison zenith Capital catalyst Momentum Summit atlas Prime Focus
Technology
Prime value
Owner & Executives
JASON CHRISTOPHER ERICKSON
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2527905
- Ownership
- 75% or more
(818) 768-4924
focus.pioneer@crestcapital.com
in linkedin.com/in/atlas-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,235,993 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,235,993 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,235,993
Public Funds:
46.4% Cash:
22.6% Equity - Exchange:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,258,261,876 | 46.4% |
| Cash | $1,586,998,242 | 22.6% |
| Equity - Exchange | $2,176,855,995 | 31.0% |
| Total | $7,022,116,113 | 100.0% |