SUSTAINABLE ADVISORS ALLIANCE LLC

36 E Cameron Street
Tulsa, Oklahoma 74103
Tel: 918-408-7981

About SUSTAINABLE ADVISORS ALLIANCE LLC

SUSTAINABLE ADVISORS ALLIANCE LLC, formally registered with the SEC as SUSTAINABLE ADVISORS ALLIANCE LLC. The firm was established in 01/04/2021. They have over 7 offices throughout the country.

SUSTAINABLE ADVISORS ALLIANCE LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $187,226,580 assets under management, offering retirement planning & investment advisory services to 771 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312061
SEC#	801-120088
Assets Managed by Firm	$187,226,580
No. of Clients	771
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (ON-GOING FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	771	$187,226,580
Individuals (other than high net worth individuals)	486	$96,366,763
High net worth individuals	53	$85,641,341
Charitable organizations	Fewer than 5 clients	$2,953,705
Corporations or other businesses	Fewer than 5 clients	$2,264,771

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