Benjamin Lawrence Winne

Advisory Alpha, LLC

3 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing

Advisory Alpha, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

54 advisors

Number of Clients

13,126 clients

Average Client Portfolio

$264K average

Assets Under Management

$3.5B

Fee Structure

Minimum Investment:None

Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Benjamin is an account manager at Citizen Advisory Group, selling life and health insurance, dedicating nearly full-time hours to this role. He is also a passive co-owner of two pizza restaurants, Padrones Pizza (Buell Enterprise) and Padrones Pizza (Hood, LLC), but spends minimal time on these ventures.