Advisory Alpha - Crunchbase Company Profile & Funding

Overview

Advisory Alpha

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Advisory Alpha

CB Rank

530698

Advisory Alpha specializes in case design, technology, training, compliance, marketing and asset management services.

Founded

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Private

Holland, Michigan, United States

11-50

advisoryalpha.com

Advertising

Asset Management

Compliance

Marketing

Training

Key People

Michael H. Baker: Investment Advisor Representative
Ross E. Marynell: Investment Advisor Representative

Details

Operating Status

Active

Company Type

For Profit

Phone Number

+1-866-530-1400

Contact Email

email@advisoryalpha.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Advanced Planning

Provides financial planning infrastructure including presentation materials, client analysis, and proposal processes to support advisors in delivering investment and planning solutions.

Asset Management

Delivers turnkey managed portfolios and investment management services integrated with planning solutions to support advisors in managing client assets.