Overview
Assets Under Management: $138 million
Headquarters: PRINCE WILLIAM, VA
High-Net-Worth Clients: 30
Average Client Assets: $2.3 million
Frequently Asked Questions
ALLIANT WEALTH ADVISORS 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 #116360), ALLIANT WEALTH ADVISORS is subject to fiduciary duty under federal law.
ALLIANT WEALTH ADVISORS is headquartered in PRINCE WILLIAM, VA.
ALLIANT WEALTH ADVISORS serves 30 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, ALLIANT WEALTH ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ALLIANT WEALTH ADVISORS manages $138 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, ALLIANT WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.37%
Average Client Assets: $2.3 million
Total Client Accounts: 340
Discretionary Accounts: 301
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 116360
Filing ID: 1183918
Last Filing Date: 2018-03-30 08:22:00