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Building 2ALLIANT RETIREMENT CONSULTING

Map pinALPHARETTA, GA
Phone(713) 470-4208
NotebookSEC #801-78240
Total AUM
$7.4B
Employees
30
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1125 SANCTUARY PARKWAY
SUITE 300
ALPHARETTA
GA 30009
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(713) 470-4208
Other Offices
11

ReceiptFinancials

Total AUM
$7.4B
Accounts
248
Discretionary
$7.4B
Accounts
248
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$87.8M
Pension/Profit Sharing Plan Clients
216
AUM
$7.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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