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ALLEY COMPANY
272 Market Square
Suite 214
Lake Forest, Illinois 60045
Tel: 847-482-0938
About ALLEY COMPANY
ALLEY COMPANY, formally registered with the SEC as ALLEY COMPANY. The firm was established in 12/16/2021. They have over 1 offices throughout the country.
ALLEY COMPANY is a Lake Forest, Illinois based Financial Planning firm with nearly $765,472,925 assets under management, offering retirement planning & investment advisory services to 402 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317544 |
| SEC# | 801-122856 |
| Assets Managed by Firm | $765,472,925 |
| No. of Clients | 402 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 402 | $765,472,925 |
| Individuals (other than high net worth individuals) | 38 | $15,209,935 |
| High net worth individuals | 110 | $705,014,899 |
| Charitable organizations | 2 | $13,328,248 |
| Corporations or other businesses | 5 | $31,919,843 |
More Retirement Planning firms in Lake Forest, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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