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| Alliant Securities Inc
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|
|---|---|
| CRD # | 7726 |
| SEC # | 801-120849 |
| CIK # | |
| AUM | $300.0 M (2026-02-05) |
| Employees | 9 (67% Investors, 56% Brokers) |
| Phone | 509-747-9144 |
| Address | 695 North Legacy Ridge Drive Suite 300 Liberty Lake, WA 99019 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 696 | 232.5 |
| (b) Individuals (high net worth individuals) | 12 | 65.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 696 | 300.0 |
| By Discretionary | ||
| Discretionary | 685 | 235.0 |
| Non-Discretionary | 11 | 65.0 |
| Total | 696 | 300.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.0 | |
| Total | 696 | 300.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Headway Wealth Ltd
✚
|
0.3 | |
|
Retirable Inc
✚
|
NY | 0.3 |
|
Philip O Johnson & Company Ltd
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|
AZ | 0.3 |
|
Vital Wealth Management LLC
✚
|
IL | 0.3 |
|
Summit Place Financial Advisors LLC
✚
|
NJ | 0.3 |
|
Spreng Capital Management Inc
✚
|
OH | 0.3 |
|
David Kennon Incorporated
✚
|
FL | 0.3 |
|
Security First Financial Inc
✚
|
MI | 0.3 |
|
Kovalcik & Geraghty Wealth Partners LLP
✚
|
OH | 0.3 |
|
Dovetail Financial Group LLC
✚
|
NC | 0.3 |