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| Happy Holidays!! thanks for using AUM13F!! |
| Alliant Securities Inc
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| CRD # | 7726 |
| SEC # | 801-120849 |
| CIK # | |
| AUM | $226.5 M (2025-04-15) |
| Employees | 9 (56% Investors, 44% Brokers) |
| Phone | 509-747-9144 |
| Address | 695 North Legacy Ridge Drive Suite 300 Liberty Lake, WA 99019 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 537 | 170.0 |
| (b) Individuals (high net worth individuals) | 11 | 55.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.5 |
| (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 | 548 | 226.5 |
| By Discretionary | ||
| Discretionary | 537 | 171.5 |
| Non-Discretionary | 11 | 55.0 |
| Total | 548 | 226.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.5 | |
| Total | 548 | 226.5 |
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|---|---|---|
|
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✚
|
TX | 0.2 |
|
Harbor Island Capital LLC
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MA | 0.2 |
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TX | 0.2 |
|
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MA | 0.2 |
|
Hoffman Alan Nathan
✚
|
0.2 | |
|
Kristen E Coombs LLC
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|
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|
Journey Beyond Wealth LLC
✚
|
GA | 0.2 |
|
Summit Wealth Management Group Inc
✚
|
CA | 0.2 |
|
Woodside Wealth Management LLC
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|
MA | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |