Alliant Retirement Consulting
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Overview
Alliant Retirement Consulting is a financial advisory company located in Alpharetta, Georgia. The company has $1.1 billion in assets across 80 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small group, including 17 financial advisors. Alliant Retirement Consulting is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and stocks.
Alliant Retirement Consulting administers all of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without requiring client approval. The advisory firm's typical account size is $13.6 million. An average financial advisor at Alliant Retirement Consulting manages around five client accounts, placing it among the most personalized firms in the country.
Alliant Retirement Consulting's central office is at 1125 Sanctuary Parkway, Alpharetta, Georgia 30009. Alliant Retirement Consulting is legally allowed to serve customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alliant Retirement Consulting by the Numbers
$1.1 billion
17
80
$13.6 million
Fee Structure
Financial advisory fees largely depend on the type of financial services provided. However, fees billed by the firm may include the following fee structures: asset-based, fixed or other. The company does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
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
-
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
Types of Clients
Alliant Retirement Consulting provides services to pension plans. Out of its 80 clients, Alliant Retirement Consulting's biggest client type by number of accounts is pension plans. None of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Alliant Retirement Consulting does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Alliant Retirement Consulting
Alpharetta, GA
New York, NY
Oklahoma City, OK
Austin, TX
Austin, TX
Alpharetta, GA
Alpharetta, GA
Fayetteville, AR
Alpharetta, GA
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