ALLIANCE-ONE INVESTMENTS, LLC
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 286025
- Registered since
- July 6, 2017
- Website
- allianceinv.com
Firm profile
FINTRXOverview
Alliance-One Investments, LLC is an SEC-registered limited liability company that first registered as an adviser in 2017. Public records classify the firm as "unclassified" and list ownership involving both a domestic entity and an individual. The firm is not identified as a capital allocator, does not self-report active ESG investment activity, and is not designated as a multi-state or pension consultant adviser. It also is not listed as a related adviser to another registered firm. The available disclosures do not include investment mandates, advisory business lines, fee schedules, or client segments. Because those operational details are not provided, it is unclear whether Alliance-One operates as a traditional discretionary RIA, provides non-discretionary or referral services, or is currently inactive from an asset-management standpoint.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 402ANGELA MCGRAW
Call Center RepresentativeCRD 5219352
CASSANDRA BLUBAUGH
Financial Advisor and Registered RepresentativeCRD 6478075
Stacie Hutson
CRD 6873602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 4000 N Mingo Rd
- Time zone
- CT (UTC-6)
- Office locations
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