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| Keyboard |
| Alliant Retirement Services LLC
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|---|---|
| CRD # | 167970 |
| SEC # | 801-78240 |
| CIK # | |
| AUM | 7,374.2 M (2026-04-06) |
| Employees | 30 (100% Investors, 43% Brokers) |
| Phone | 713-470-4208 |
| Address | 1125 Sanctuary Parkway Alpharetta, GA 30009 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 6 | 0.1 |
| (g) Pension and profit sharing plans | 216 | 7.3 |
| (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 | 248 | 7.4 |
| By Discretionary | ||
| Discretionary | 248 | 7.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 248 | 7.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.4 | |
| Total | 248 | 7.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1,000 |
| Serves | Institutional, Research |
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