Overview
Assets Under Management: $170 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 63
Average Client Assets: $2 million
Frequently Asked Questions
THE WILLIAM ALLAN CORPORATION 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 #133147), THE WILLIAM ALLAN CORPORATION is subject to fiduciary duty under federal law.
THE WILLIAM ALLAN CORPORATION is headquartered in FORT COLLINS, CO.
THE WILLIAM ALLAN CORPORATION serves 63 high-net-worth clients according to their SEC filing dated July 12, 2024. View client details ↓
According to their SEC Form ADV, THE WILLIAM ALLAN CORPORATION offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
THE WILLIAM ALLAN CORPORATION manages $170 million in client assets according to their SEC filing dated July 12, 2024.
According to their SEC Form ADV, THE WILLIAM ALLAN CORPORATION serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 669
Discretionary Accounts: 669
Regulatory Filings
CRD Number: 133147
Last Filing Date: 2024-07-12 00:00:00
Website: https://willallan.com