William Allan, LLC

William Allan, LLC (CRD# 133147) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $45,134,000 in 370 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $121,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at William Allan, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jason C. Crawshaw
CRD#: 4183082
Calabasas, CA
93
Wealthminder
score

Jason Crawshaw (CRD# 4183082) is an Investment Advisor Representative working at William Allan, LLC in Calabasas, CA and has over 15 years of experience in the finance industry.

2
Marcus B. Crawshaw
CRD#: 2803634
21650 Oxnard Street, Suite 130, Woodland Hills, CA 91367
93
Wealthminder
score

Marcus Crawshaw (CRD# 2803634) is an Investment Advisor Representative working at William Allan, LLC in Woodland Hills, CA and has over 15 years of experience in the finance industry.

3
Larry L. Gurewitz
CRD#: 5827294
21650 Oxnard Street, Suite 130, Woodland Hills, CA 91367
93
Wealthminder
score

Larry Gurewitz (CRD# 5827294) is an Investment Advisor Representative working at William Allan, LLC in Woodland Hills, CA and has over 6 years of experience in the finance industry.

4
Melissa M. Going
CRD#: 6015220
21650 Oxnard Street, Suite 130, Woodland Hills, CA 91367
87
Wealthminder
score

Melissa Going (CRD# 6015220) is an Investment Advisor Representative working at William Allan, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

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