|
⚲
|
| Alliant Retirement Services LLC
✚
|
|
|---|---|
| CRD # | 167970 |
| SEC # | 801-78240 |
| CIK # | |
| AUM | $1.1 BB (2023-03-15) |
| Employees | 17 (100% Investors, 71% Brokers) |
| Phone | 713-470-4208 |
| Address | 1125 Sanctuary Parkway Alpharetta, GA 30009 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 80 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 1.1 |
| By Discretionary | ||
| Discretionary | 80 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 80 | 1.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
1505 Capital LLC
✚
|
NY | 1.1 |
|
Thomaslloyd Global Asset Management Americas LLC
✚
|
NY | 1.1 |
|
Goodwin Capital Advisers Inc
✚
|
CT | 1.1 |
|
Jade Mountain Partners LLC
✚
|
NY | 1.1 |
|
Easterly Funds LLC
✚
|
NY | 1.1 |
|
AGR Partners LLC
✚
|
CA | 1.1 |
|
Alphacentric Advisors LLC
✚
|
PR | 1.1 |
|
Swiss RE Insurance-Linked Investment Advisors Corporation
✚
|
NY | 1.1 |
|
Motley Fool Asset Management LLC
✚
|
VA | 1.1 |
|
Park Street Capital Advisers LLC
✚
|
MA | 1.1 |