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ALPhenaar Investment Counsel, Inc. (Grand Rapids)


ALPhenaar Investment Counsel, Inc. is a large advisory firm based in Grand Rapids. It manages $28.65 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Michigan and Texas.




ALPhenaar Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPhenaar Investment Counsel: assets under management

The assets under management (AUM) of ALPhenaar Investment Counsel, Inc. is $28.65 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.1 million in discretionary accounts and $4.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.76 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $303.33 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay ALPhenaar Investment Counsel, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grand Rapids

The principal office where ALPhenaar Investment Counsel, Inc. performs its advisory services is located at 3358 Eagle Run Dr., N.E.,, Grand Rapids, MI 49525, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-361-2500 or by fax 616-361-2543. The normal business hours are 9:30am - 5:00pm on Monday - Friday.


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