Overview
Assets Under Management: $226 million
Headquarters: LIBERTY LAKE, WA
High-Net-Worth Clients: 5
Average Client Assets: $34 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.06
Average High-Net-Worth Client Assets: $34 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