Overview
Assets Under Management: $667 million
Headquarters: LAKE FOREST, IL
High-Net-Worth Clients: 69
Average Client Assets: $4.5 million
Frequently Asked Questions
ALLEY COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112702), ALLEY COMPANY, LLC is subject to fiduciary duty under federal law.
ALLEY COMPANY, LLC is headquartered in LAKE FOREST, IL.
ALLEY COMPANY, LLC serves 69 high-net-worth clients according to their SEC filing dated March 05, 2018. View client details ↓
According to their SEC Form ADV, ALLEY COMPANY, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ALLEY COMPANY, LLC manages $667 million in client assets according to their SEC filing dated March 05, 2018.
According to their SEC Form ADV, ALLEY COMPANY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.35%
Average Client Assets: $4.5 million
Total Client Accounts: 269
Discretionary Accounts: 261
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 112702
Filing ID: 1182708
Last Filing Date: 2018-03-05 17:22:00