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Home > Retirement Planners > michigan > jenison > ALLIANCE INVESTMENT MANAGEMENT, LLC
ALLIANCE INVESTMENT MANAGEMENT, LLC
507 Baldwin St
Jenison, Michigan 49428
Tel: 800-890-1246
About ALLIANCE INVESTMENT MANAGEMENT, LLC
ALLIANCE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ALLIANCE INVESTMENT MANAGEMENT, LLC. The firm was established in 06/14/2021. They have over 1 offices throughout the country.
ALLIANCE INVESTMENT MANAGEMENT, LLC is a Jenison, Michigan based Financial Planning firm with nearly $162,742,802 assets under management, offering retirement planning & investment advisory services to 544 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152012 |
| SEC# | 801-121504 |
| Assets Managed by Firm | $162,742,802 |
| No. of Clients | 544 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 544 | $162,742,802 |
| Individuals (other than high net worth individuals) | 100 | $23,444,696 |
| High net worth individuals | 51 | $113,942,076 |
| Pension and profit sharing plans | 8 | $16,927,650 |
| Charitable organizations | Fewer than 5 clients | $1,038,061 |
| Corporations or other businesses | Fewer than 5 clients | $3,171,524 |
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