Sustainable Advisors Alliance LLC

Sustainable Advisors Alliance LLC (CRD# 312061) is a financial advisory firm headquartered in Tulsa, OK. They manage $187,226,580 in 771 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
36 E Cameron Street, Tulsa, OK 74103
https://www.sustainableadvisorsalliance.com
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    771
    ACCOUNTS
  • Average Account Value
    $242,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, MA, MD, NC, NH, NY, OK, OR, TX, VA, WA

Financial Advisors at Sustainable Advisors Alliance LLC
Showing 1 - 5 of 5 top financial advisors.
1
Pamela Brandt, financial advisor Fancy Gap VA
Pamela S. Brandt
CRD#: 729119
Fancy Gap, VA

Pamela Brandt (CRD# 729119) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Fancy Gap, VA and has over 42 years of experience in the finance industry.

2
Laura Isanuk, financial advisor Tulsa OK
Laura W. Isanuk
CRD#: 5935291
36 E Cameron Street, Tulsa, OK 74103

Laura Isanuk (CRD# 5935291) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Tulsa, OK and has over 11 years of experience in the finance industry.

3
Harold Moran, financial advisor Saratoga Springs NY
Harold J. Moran
CRD#: 1608921
Saratoga Springs, NY

Harold Moran (CRD# 1608921) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Saratoga Springs, NY and has over 37 years of experience in the finance industry.

4
Julie Skye, financial advisor Tulsa OK
Julie L. Skye
CRD#: 1513147
36 E Cameron Street, Tulsa, OK 74103

Julie Skye (CRD# 1513147) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Tulsa, OK and has over 37 years of experience in the finance industry.

5
Krista Strohoffer, financial advisor Tulsa OK
Krista A. Strohoffer
CRD#: 3168746
36 E Cameron Street, Tulsa, OK 74103

Krista Strohoffer (CRD# 3168746) is an Investment Advisor Representative working at Sustainable Advisors Alliance LLC in Tulsa, OK and has over 19 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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