Jacob
Holtrop
Alliance Investment Management, LLC
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About this Advisor
Jacob Holtrop is a financial advisor based in Jenison, Michigan with a total of 8 years of industry experience. Holtrop is currently employed by Alliance Investment Management, LLC. During their career, Holtrop has held roles at Alliance Investment Management, LLC and Principal Global Investors. Holtrop holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Michigan and Wisconsin. Alliance Investment Management, LLC is a registered investment firm based in Jenison, MI. It controls $119 million in assets between its 508 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 508 accounts, 33% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. Fees for financial advisory services usually vary depending on the type of financial services offered. However, fee types billed by Alliance Investment Management, LLC likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliance Investment Management, LLC Brokerage Details
$118,991,800
5
508
$234,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Jacob Holtrop Work History
Jacob has been registered as a financial advisor for 8 years.*
Alliance Investment Management, LLC
Principal Global Investors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Holtrop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliance Investment Management, LLC
Jenison, MI
Jenison, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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