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| The William Allan Corporation
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|---|---|
| CRD # | 133147 |
| SEC # | 801-121683 |
| CIK # | 0001910961 |
| AUM | $204.4 M (2026-04-23) |
| Employees | 12 (17% Investors, 0% Brokers) |
| Phone | 800-677-5309 |
| Address | 3711 John F Kennedy Pkwy Fort Collins, CO 80525 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 15.3 | ||
| Alphabet Inc | 10.1 | ||
| Apple Inc | 9.5 | ||
| Wal Mart Stores Inc | 8.5 | ||
| Mastercard Inc | 7.2 | ||
| Starbucks Corp | 5.7 | ||
| Amazon Com Inc | 5.5 | ||
| Costco Wholesale Corp /NEW | 5.5 | ||
| Schwab Charles Corp | 5.5 | ||
| Home Depot Inc | 5.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 49.7 |
| (b) Individuals (high net worth individuals) | 65 | 152.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 629 | 204.4 |
| By Discretionary | ||
| Discretionary | 629 | 204.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 629 | 204.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.4 | |
| Total | 629 | 204.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910961] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Northavenue LLC
✚
|
OH | 0.2 |
|
The Herbst Group LLC
✚
|
0.2 | |
|
Kohlhepp Investment Advisors Ltd
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|
PA | 0.2 |
|
Momentum Wealth Planning LLC
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|
0.2 | |
|
McGinn Penninger Investment Management Inc
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|
VA | 0.2 |
|
Prospect Financial Group LLC
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|
0.2 | |
|
Guiry Capital Management LLC
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|
FL | 0.2 |
|
Frankly Finances LLC
✚
|
0.2 | |
|
Alianza Corp Investment Advisor
✚
|
FL | 0.2 |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |