Overview
Assets Under Management: $235 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
SUSTAINABLE ADVISORS ALLIANCE 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 #312061), SUSTAINABLE ADVISORS ALLIANCE LLC is subject to fiduciary duty under federal law.
SUSTAINABLE ADVISORS ALLIANCE LLC is headquartered in TULSA, OK.
SUSTAINABLE ADVISORS ALLIANCE LLC serves 94 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, SUSTAINABLE ADVISORS ALLIANCE LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SUSTAINABLE ADVISORS ALLIANCE LLC manages $235 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, SUSTAINABLE ADVISORS ALLIANCE LLC 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,080
Discretionary Accounts: 1,044
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 312061
Filing ID: 2058571
Last Filing Date: 2026-02-23 14:56:19