Overview
Assets Under Management: $179 million
Headquarters: JENISON, MI
High-Net-Worth Clients: 40
Average Client Assets: $2.9 million
Frequently Asked Questions
ALLIANCE INVESTMENT MANAGEMENT, 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 #152012), ALLIANCE INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALLIANCE INVESTMENT MANAGEMENT, LLC is headquartered in JENISON, MI.
ALLIANCE INVESTMENT MANAGEMENT, LLC serves 40 high-net-worth clients according to their SEC filing dated January 07, 2026. View client details ↓
According to their SEC Form ADV, ALLIANCE INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
ALLIANCE INVESTMENT MANAGEMENT, LLC manages $179 million in client assets according to their SEC filing dated January 07, 2026.
According to their SEC Form ADV, ALLIANCE INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.48%
Average Client Assets: $2.9 million
Total Client Accounts: 560
Discretionary Accounts: 476
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 152012
Filing ID: 2038427
Last Filing Date: 2026-01-07 17:15:38