Overview
Assets Under Management: $170 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 63
Average Client Assets: $2 million
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