The William Allan Corporation
The William Allan Corporation (CRD# 133147) is a financial advisory firm headquartered in , . They manage $169,607,569 in 669 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management170MILLION
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Total Number of Accounts669ACCOUNTS
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Average Account Value$253,524
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CO, NH, NV, TX
Jason Crawshaw (CRD# 4183082) is an Investment Advisor Representative working at The William Allan Corporation in Long Beach, CA and has over 22 years of experience in the finance industry.
Marcus Crawshaw (CRD# 2803634) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has over 23 years of experience in the finance industry.
Melissa Going (CRD# 6015220) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has 1 year of experience in the finance industry.
Larry Gurewitz (CRD# 5827294) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has over 13 years of experience in the finance industry.
James Monti (CRD# 7012282) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has 1 year of experience in the finance industry.
Jyoti Marshall (CRD# 7321245) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has 1 year of experience in the finance industry.
Andrew Moretine (CRD# 7320312) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has 1 year of experience in the finance industry.