Allison Investment Management, LLC

Allison Investment Management, LLC (CRD# 124645) is a financial advisory firm headquartered in Columbia, SC. They manage $121,537,311 in 251 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1201 Lincoln Street, Suite 301, Columbia, SC 29201
http://allinvmgt.com/
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $484,212
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Allison Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Allison, financial advisor Columbia SC
David L. Allison
CRD#: 4442492
1201 Lincoln Street, Suite 301, Columbia, SC 29201

David Allison (CRD# 4442492) is an Investment Advisor Representative working at Allison Investment Management, LLC in Columbia, SC and has over 22 years of experience in the finance industry.

2
John Allison, financial advisor Columbia SC
John E. Allison
CRD#: 858095
1201 Lincoln Street, Suite 301, Columbia, SC 29201

John Allison (CRD# 858095) is an Investment Advisor Representative working at Allison Investment Management, LLC in Columbia, SC and has over 30 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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