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
Alliance Investment Management, LLC
By the Numbers
-
Total Assets Under Management163MILLION
-
Total Number of Accounts544ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, NE, WI
Financial Advisors at Alliance Investment Management, LLC
1
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 (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.
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