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ALLISON INVESTMENT MANAGEMENT, LLC
1201 Lincoln Street
Suite 301
Columbia, South Carolina 29201
Tel: 803-806-8400
About ALLISON INVESTMENT MANAGEMENT, LLC
ALLISON INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ALLISON INVESTMENT MANAGEMENT, LLC. The firm was established in 06/24/2022. They have over 2 offices throughout the country.
ALLISON INVESTMENT MANAGEMENT, LLC is a Columbia, South Carolina based Financial Planning firm with nearly $121,537,311 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124645 |
| SEC# | 801-125959 |
| Assets Managed by Firm | $121,537,311 |
| No. of Clients | 251 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 251 | $121,537,311 |
| Individuals (other than high net worth individuals) | 28 | $5,478,353 |
| High net worth individuals | 65 | $111,527,298 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,805,000 |
| Charitable organizations | Fewer than 5 clients | $606,834 |
| Corporations or other businesses | Fewer than 5 clients | $2,119,826 |
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