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Building 2ALLISON INVESTMENT MANAGEMENT, LLC

Map pinCOLUMBIA, SC
Phone803-806-8400
NotebookSEC #801-125959
Total AUM
$170.4M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 LINCOLN STREET
SUITE 301
COLUMBIA
SC 29201
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
803-806-8400
Other Offices
1

ReceiptFinancials

Total AUM
$170.4M
Accounts
291
Discretionary
$156.3M
Accounts
251
Non-Discretionary
$14.1M
Accounts
40

ContactClients

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Individual Clients
22
AUM
$6.6M
HNW Individual Clients
78
AUM
$157.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Charitable Organization Clients
1
AUM
$817K
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNHSCTX

HandshakeAffiliates

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

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