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| Happy Holidays!! thanks for using AUM13F!! |
| M E Allison & Co Inc
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|---|---|
| CRD # | 1047 |
| SEC # | 801-129805 |
| CIK # | |
| AUM | $287.4 M (2025-03-24) |
| Employees | 13 (77% Investors, 100% Brokers) |
| Phone | 210-930-4000 |
| Address | 950 E Basse Road, 2nd Fl San Antonio, TX 78209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 15.0 |
| (b) Individuals (high net worth individuals) | 176 | 209.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 61.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 287.4 |
| By Discretionary | ||
| Discretionary | 382 | 225.5 |
| Non-Discretionary | 23 | 62.0 |
| Total | 405 | 287.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.4 | |
| Total | 405 | 287.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bridge Generations Wealth Management LLC
✚
|
FL | 0.3 |
|
Dynamic Market Advantage LLC
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KY | 0.3 |
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Davies Financial Advisors Inc
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CA | 0.3 |
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Whipplewood Advisors LLC
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CO | 0.3 |
|
EPIQ Partners LLC
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MN | 0.3 |
|
Shum Financial Group Inc
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CA | 0.3 |
|
Morgan Dempsey Capital Management LLC
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|
WI | 0.3 |
|
Phillips Wealth Planners LLC
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|
MS | 0.3 |
|
Vista Investment Management LLC
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|
PA | 0.3 |
|
Intrack Investment Management Inc
✚
|
VT | 0.3 |