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Building 2THE WILLIAM ALLAN CORPORATION

Map pinFORT COLLINS, CO
Phone800-677-5309
NotebookSEC #801-121683
Total AUM
$204.4M
Employees
12
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3711 JOHN F KENNEDY PKWY.
SUITE 420
FORT COLLINS
CO 80525
United States
Operating Hours
8:00 AM - 5:00 PM
MONDAY-FRIDAY
Phone
800-677-5309
Other Offices
1

ReceiptFinancials

Total AUM
$204.4M
Accounts
629
Discretionary
$204.4M
Accounts
629
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$49.7M
HNW Individual Clients
65
AUM
$152.4M
Charitable Organization Clients
1
AUM
$92K
Corporation or Business Clients
12
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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