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Building 2ALLIANCE INVESTMENT MANAGEMENT, LLC

Map pinJENISON, MI
Phone800-890-1246
NotebookSEC #801-121504
Total AUM
$206.8M
Employees
6
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
507 BALDWIN ST
JENISON
MI 49428
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
800-890-1246

ReceiptFinancials

Total AUM
$206.8M
Accounts
600
Discretionary
$173.2M
Accounts
508
Non-Discretionary
$33.6M
Accounts
92

ContactClients

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Individual Clients
118
AUM
$44.8M
HNW Individual Clients
42
AUM
$131.9M
Pooled Vehicle Clients
1
AUM
$4.1M
Pension/Profit Sharing Plan Clients
9
AUM
$21.1M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMINEWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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