M. E. Allison & Company, Inc.

M. E. Allison & Company, Inc. (CRD# 1047) is a financial advisory firm headquartered in San Antonio, TX. They manage $145,901,428 in 267 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
950 E. Basse Road, 2nd Fl., San Antonio, TX 78209
http://www.meallison.com
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $546,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at M. E. Allison & Company, Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Cheri Roman, financial advisor San Antonio TX
Cheri Roman
CRD#: 1808945
950 E. Basse Road, 2nd Fl., San Antonio, TX 78209

Cheri Roman (CRD# 1808945) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 35 years of experience in the finance industry.

12
Leland Stone, financial advisor San Antonio TX
Leland M. Stone
CRD#: 1487194
950 East Basse Road, Second Floor, San Antonio, TX 78209

Leland Stone (CRD# 1487194) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 37 years of experience in the finance industry.

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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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