Alliance Investment Management, LLC

Alliance Investment Management, LLC (CRD# 152012) is a financial advisory firm headquartered in Jenison, MI. They manage $162,742,802 in 544 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
507 Baldwin St, Jenison, MI 49428
https://www.allianceim.com
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $299,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, NE, WI

Financial Advisors at Alliance Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jacob Holtrop, financial advisor Jenison MI
Jacob L. Holtrop
CRD#: 6400059
507 Baldwin Street, Jenison, MI 49428

Jacob Holtrop (CRD# 6400059) is an Investment Advisor Representative working at Alliance Investment Management, LLC in Jenison, MI and has over 9 years of experience in the finance industry.

2
Thor Nelson, financial advisor Jenison MI
Thor W. Nelson
CRD#: 4621175
507 Baldwin St, Jenison, MI 49428

Thor Nelson (CRD# 4621175) is an Investment Advisor Representative working at Alliance Investment Management, LLC in Jenison, MI and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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