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Building 2M. E. ALLISON & CO., INC.

Map pinSAN ANTONIO, TX
Phone210-930-4000
NotebookSEC #801-129805
Total AUM
$366.4M
Employees
12
Clients
499

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 E. BASSE ROAD, 2ND FL.
SAN ANTONIO
TX 78209
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
210-930-4000
Other Offices
1

ReceiptFinancials

Total AUM
$366.4M
Accounts
499
Discretionary
$302.7M
Accounts
479
Non-Discretionary
$63.7M
Accounts
20

ContactClients

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Individual Clients
247
AUM
$16M
HNW Individual Clients
236
AUM
$286.7M
Pension/Profit Sharing Plan Clients
16
AUM
$63.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY FEE SHARING

Shield checkCompliance

Disclosures
SRO False Statement FindingSRO Rule Violation
State Registrations
NMTX

HandshakeAffiliates

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

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