ALPha Asset Consulting LLC (Littleton)

Name: ALPha Asset Consulting LLC
Address: 3 Bradbury Lane, Littleton, CO, 80120
Telephone: 303-321-3837

ALPha Asset Consulting LLC is a pension cosultant based in Littleton. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Colorado.

ALPha Asset Consulting provides pension consulting services and investment consulting services for individuals. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPha Asset Consulting LLC for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Shelly Renee Jordan serves?

The firm provides services to high net worth individuals and pension and profit sharing plans. The largest group of clients of Shelly Renee Jordan is high net worth individuals with 5 clients and $0 of assets under management. Among the 0 most similar advisory firms, ALPha Asset Consulting has the 0th lowest percentage of high net worth individuals out of all clients.

None of the firm’s clients are foreign persons or businesses.

ALPha Asset Consulting doesn't advise any private funds.

Careers at ALPha Asset Consulting LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Shelly Renee Jordan	President	1 Jul 2002	75% - 100%	4584174
Shelly Renee Jordan	Chief compliance officer	1 Sep 2004	75% - 100%	4584174

Based in Littleton

The principal office where ALPha Asset Consulting LLC performs its advisory services is located at 3 Bradbury Lane, Littleton, CO 80120 The mailing address of the firm is 5910 S. University Blvd. C18, Greenwood Village, CO 80121. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-321-3837. The normal business hours are 9:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at alpha-llc.com.