Overview
Assets Under Management: $163 million
Headquarters: JENISON, MI
High-Net-Worth Clients: 40
Average Client Assets: $3 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 March 13, 2024. 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 $163 million in client assets according to their SEC filing dated March 13, 2024.
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 High-Net-Worth Client Assets: $3 million
Total Client Accounts: 544
Discretionary Accounts: 464
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 152012
Last Filing Date: 2024-03-13 00:00:00
Website: https://allianceim.com