ALTERNATIVE STRATEGIES GROUP, INC.

RIASEC Registered
Total AUM
$74.2M
Discretionary
$74.2M
100% of AUM
Avg account
$93.3K
Accounts
796
Employees
1
Advisory reps
1

Firm details

Headquarters
SIOUX FALLS, South Dakota
CRD number
169949
Custodians
AXOS CLEARING LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals62.64%
  • HNWI37.36%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Alternative Strategies Group, Inc. is an independent registered investment adviser that serves individual and family clients. The firm reports a fee model that combines percentage-of-AUM billing with fixed fees and lists core advisory services as financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is focused on pooled public vehicles: nearly the entirety of reported assets is held in public funds and mutual funds, while the firm also allocates to a limited set of third‑party alternative strategies—primarily real estate, commodities, and oil & gas. The client base and average account sizes point to a mass-affluent orientation rather than ultra-high-net-worth or institutional-only mandates. Alternative Strategies Group, Inc. does not identify itself as an active ESG investor and is not classified as a multi-state adviser in its filing. The firm is organized as a corporation with individual ownership and operates a small, regional footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 2%, Exchange Traded Equities 1%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents2%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • JASON ERICKSON

    Financial AdvisorCRD 2527905

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SIOUX FALLS, SD

MINNEHAHA

Location

SIOUX FALLS, SD

Headquartered in SIOUX FALLS, SD, in the Midwest of the United States.

Region
Midwest
County
MINNEHAHA
Address
196 E 6th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth