Alliance Investment Management, LLC
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Overview
Alliance Investment Management, LLC is a financial advisor company located in Jenison, Michigan. The firm administers $119.0 million in assets under management across 508 client accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). Alliance Investment Management, LLC has a small group, including 2 financial advisors. Alliance Investment Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as options, equities and bonds.
Alliance Investment Management, LLC oversees the majority of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing the client's consent. It also administers 75 non-discretionary accounts with a total of $16.5 million in AUM. The firm's average account size is $234,236. The average advisor at Alliance Investment Management, LLC administers around 254 client accounts.
The company's headquarters is at 507 Baldwin St, Jenison, Michigan 49428. It is permitted to serve clients throughout a number of states, including Michigan, Nebraska and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alliance Investment Management, LLC by the Numbers
$119.0 million
5
508
$234.2 thousand
Fee Structure
A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by the company most likely consist of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Alliance Investment Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors, high net worth investors, pooled investment vehicles and pension plans. Out of its 508 clients, Alliance Investment Management, LLC's biggest client by number of accounts is retail investors, although it also caters to 50 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 33.33%
- Other Individuals - 61.33%
- Corporations - 5.33%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alliance Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Alliance Investment Management, LLC
Jenison, MI
Jenison, MI
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