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John Patrick Mcnally

Investment adviser representative at Alpha Analytics Investment Group LLC
37 yearsExperience
1 stateRegistered in
$253.4MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

37 years in the industry.

  1. Alpha Analytics Investment Group, LLCMar 1999 to now
  2. Corporate Management Group, Inc.Sep 1989 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (CA).

Alpha Analytics Investment Group LLC

$253.4MAssets managed
68Clients
2Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4380349
Firm CRD
109844
Advisor's SEC record (opens in a new tab)
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