Overview
Assets Under Management: $226 million
Headquarters: LIBERTY LAKE, WA
High-Net-Worth Clients: 11
Average Client Assets: $5 million
Frequently Asked Questions
ALLIANT SECURITIES, INC. 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 #7726), ALLIANT SECURITIES, INC. is subject to fiduciary duty under federal law.
ALLIANT SECURITIES, INC. is headquartered in LIBERTY LAKE, WA.
ALLIANT SECURITIES, INC. serves 11 high-net-worth clients according to their SEC filing dated April 15, 2025. View client details ↓
According to their SEC Form ADV, ALLIANT SECURITIES, INC. offers portfolio management for individuals. View all service details ↓
ALLIANT SECURITIES, INC. manages $226 million in client assets according to their SEC filing dated April 15, 2025.
According to their SEC Form ADV, ALLIANT SECURITIES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.28
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 548
Discretionary Accounts: 537
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 7726
Filing ID: 1979917
Last Filing Date: 2025-04-15 17:55:00
Website: https://alliantsecurities.com