Overview
Assets Under Management: $122 million
Headquarters: COLUMBIA, SC
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
ALLISON 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 #124645), ALLISON INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALLISON INVESTMENT MANAGEMENT, LLC is headquartered in COLUMBIA, SC.
ALLISON INVESTMENT MANAGEMENT, LLC serves 72 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, ALLISON INVESTMENT MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ALLISON INVESTMENT MANAGEMENT, LLC manages $122 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, ALLISON INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 251
Discretionary Accounts: 217
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 124645
Last Filing Date: 2024-03-18 00:00:00
Website: https://allinvmgt.com