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Home > Retirement Planners > washington > liberty lake > ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
695 North Legacy Ridge Drive Suite 300
Liberty Lake, Washington 99019
Tel: 509-747-9144
About ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
ALLIANT SECURITIES, INC TURNER, NORD, KIENBAUM, formally registered with the SEC as ALLIANT SECURITIES, INC TURNER, NORD, KIENBAUM. The firm was established in 05/13/2021. They have over 1 offices throughout the country.
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM is a Liberty Lake, Washington based Financial Planning firm with nearly $180,000,000 assets under management, offering retirement planning & investment advisory services to 521 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 7726 |
| SEC# | 801-120849 |
| Assets Managed by Firm | $180,000,000 |
| No. of Clients | 521 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 521 | $180,000,000 |
| Individuals (other than high net worth individuals) | 509 | $148,500,000 |
| High net worth individuals | 11 | $30,000,000 |
| Charitable organizations | 1 | $1,500,000 |
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