ALPha Pension Group, Inc. is a pension cosultant based in Boston. It manages $5.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Connecticut, Maine, Massachusetts, and 3 other states.
ALPha Pension Group provides pension consulting services and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of ALPha Pension Group, Inc. is $5.6 million, all of which is managed in discretionary accounts. 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 advisory firm has several streams of revenue. Clients pay ALPha Pension Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Richard John Cawthorne is pension and profit sharing plans with 467 clients and $5.6 million of assets under management. Among the 2 most similar advisory firms, ALPha Pension Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $5.6 million for 467 clients. None of the firm’s clients are foreign persons or businesses.
ALPha Pension Group doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Richard John Cawthorne has been acting as President since 1 May 2014. Robert Milas has served as the Chief Investment Officer since 1 Oct 2018. Keith Patrick Killion joined the executive team most recently as the Chief Operations Officer.
The principal office where ALPha Pension Group, Inc. performs its advisory services is located at 396 Commonwealth Ave, Boston, MA 02215, 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 617-916-0335 or by fax 617-916-0333. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at alphapension.com.