Alliant Securities, Inc Turner, Nord, Kienbaum
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Learn more about Alliant Securities, Inc Turner, Nord, Kienbaum
Overview
Alliant Securities, Inc Turner, Nord, Kienbaum is an advisory company based in Liberty Lake, Washington. The firm administers $142.0 million in assets across 456 customer accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). It has a small group, including 5 financial advisors. Alliant Securities, Inc Turner, Nord, Kienbaum is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, options and stocks.
Alliant Securities, Inc Turner, Nord, Kienbaum manages most of its accounts on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without needing client consent. It also has 106 non-discretionary accounts totaling $35.0 million in assets. The company oversees roughly $311,404 for every account. The average advisor at Alliant Securities, Inc Turner, Nord, Kienbaum oversees around 91 client accounts.
Alliant Securities, Inc Turner, Nord, Kienbaum's central office is located at 695 North Legacy Ridge Drive Suite 300, Liberty Lake, Washington 99019. The firm is registered to serve investors throughout a number of states, including Arizona, California, Idaho, Montana, Oregon and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alliant Securities, Inc Turner, Nord, Kienbaum by the Numbers
$142.0 million
9
456
$311.4 thousand
Fee Structure
Fees charged by financial advisors are based on the type of financial services offered. Fees billed by the company typically consist of the following fee structure: asset-based. The firm does not participate in 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
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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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
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Find one of the 32% of firms that offer this fee type
Fixed
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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 and charitable organizations. Out of its 456 customers, Alliant Securities, Inc Turner, Nord, Kienbaum's largest client group by number of accounts is retail investors, but it also caters to 12 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 2.57%
- Other Individuals - 97.22%
- Corporations - 0%
- Charitable Organizations - 0.21%
* 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 Securities, Inc Turner, Nord, Kienbaum does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Alliant Securities, Inc Turner, Nord, Kienbaum
Liberty Lake, WA
Liberty Lake, WA
Liberty Lake, WA
Liberty Lake, WA
Liberty Lake, WA
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