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Building 2ALLEGIANT ASSET MANAGEMENT COMPANY

Map pinCLEVELAND, OH
Phone216-222-8699
NotebookSEC #801-446
Total AUM
$27.8B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 PUBLIC SQUARE, 5TH FLOOR LOC 10-86-PS-04
CLEVELAND
OH 44114
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
216-222-8699

ReceiptFinancials

Total AUM
$27.8B
Accounts
1,736
Discretionary
$27.8B
Accounts
1,732
Non-Discretionary
$17.7M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNUTVAVTWAWIWV

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Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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