other
Alpha Investment Consulting Group
MILWAUKEE, WI
CRD: 139721
In network coverage since October 20, 2026 · 1 story
$714MRegulatory AUMSEC Form ADV · Oct 24
8EmployeesForm ADV
4Deals on our tracker
Deal recordFull tracker →
Network coverage
M&A
Robertson Stephens combines with Alpha Investment Consulting, passes $10 billion in client assets
The Milwaukee institutional consultant brings a six-person team led by Bob Bukowski and clients including foundations, endowments and nonprofits.