|
⚲
|
| Sustainable Advisors Alliance LLC
✚
|
|
|---|---|
| CRD # | 312061 |
| SEC # | 801-120088 |
| CIK # | |
| AUM | $234.8 M (2026-04-16) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 918-408-7981 |
| Address | 12 N Cheyenne Ave Tulsa, OK 74103 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 465 | 83.0 |
| (b) Individuals (high net worth individuals) | 94 | 146.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,080 | 234.8 |
| By Discretionary | ||
| Discretionary | 1,044 | 223.3 |
| Non-Discretionary | 36 | 11.5 |
| Total | 1,080 | 234.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.8 | |
| Total | 1,080 | 234.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
R2 Capital Strategies LLC
✚
|
NE | 0.2 |
|
Arlington Capital Management Inc
✚
|
IL | 0.2 |
|
Crew Capital Management Ltd
✚
|
OR | 0.2 |
|
Weber Hartmann Vrijhof & Partners Ltd
✚
|
0.2 | |
|
Big Sioux Financial Inc
✚
|
SD | 0.2 |
|
Camelot Technology Advisors Inc
✚
|
CA | 0.2 |
|
Tevis Investment Management LLC
✚
|
TX | 0.2 |
|
Adaptation Financial Advisors Inc
✚
|
OK | 0.2 |
|
Figure 8 Investment Strategies LLC
✚
|
ID | 0.2 |
|
Walker Financial Advisors Inc DBA California 457 Benefits
✚
|
CA | 0.2 |