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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $253,524
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NH, NV, TX

Financial Advisors at The William Allan Corporation
Showing 1 - 7 of 7 top financial advisors.
1
Jason C. Crawshaw
CRD#: 4183082
Fort Collins, CO

Jason Crawshaw (CRD# 4183082) is an Investment Advisor Representative working at The William Allan Corporation in Fort Collins, CO and has over 22 years of experience in the finance industry.

2
Marcus B. Crawshaw
CRD#: 2803634
Fort Collins, CO

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.

3
Melissa M. Going
CRD#: 6015220
Fort Collins, CO

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.

4
Larry L. Gurewitz
CRD#: 5827294
Fort Collins, CO

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.

5
James P. Monti
CRD#: 7012282
Fort Collins, CO

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.

6
Jyoti A. Marshall
CRD#: 7321245
Oak Park, CA

Jyoti Marshall (CRD# 7321245) is an Investment Advisor Representative working at The William Allan Corporation in Oak Park, CA and has 1 year of experience in the finance industry.

7
Andrew Moretine
CRD#: 7320312
Long Beach, CA

Andrew Moretine (CRD# 7320312) is an Investment Advisor Representative working at The William Allan Corporation in Long Beach, CA and has 1 year of experience in the finance industry.

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