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 organized as a limited liability company and has been registered with the SEC since 2017. FINTRX classifies the firm as unclassified and identifies the owner type as a domestic entity and individual. The snapshot data indicates the firm is not marked as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. FINTRX did not supply details about the firm’s advisory activities, client types, fee structure, or core business lines.
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 398Angela 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
Similar firms
GRF Capital Investors, Inc.
Broker-DealerTulsa, OK
Cavanal Hill Distributors, Inc,
Broker-DealerTulsa, OK
BOK Financial Advisors
Broker-DealerTulsa, OK
First Turn Securities LLC
Broker-DealerOklahoma City, OK
American Fidelity Securities, Inc.
Broker-DealerOklahoma City, OK
Infinity Capital Securities, LLC
Broker-DealerOklahoma City, OK