ALLEY COMPANY, LLC
Total AUM
$585M
Employees
5Clients
129Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
585 BANK LANE
SUITE 2400
LAKE FOREST
IL 60045
United States
SUITE 2400
LAKE FOREST
IL 60045
United States
Operating Hours
7:30 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
847-482-0938
Financials
Total AUM
$585M
Accounts
321Discretionary
$516.5M
Accounts
313Non-Discretionary
$68.5M
Accounts
8
Clients
Individual Clients
24AUM
$8.4M
HNW Individual Clients
99AUM
$529.3M
Charitable Organization Clients
2AUM
$13M
Corporation or Business Clients
4AUM
$34.4M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLILMNTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.