ALLIANCE-ONE INVESTMENTS, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
402
Avg account
$0

Firm details

Headquarters
TULSA, Oklahoma
CRD number
286025
Registered since
July 6, 2017

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 402
  • ANGELA MCGRAW

    Call Center RepresentativeCRD 5219352

  • CASSANDRA BLUBAUGH

    Financial Advisor and Registered RepresentativeCRD 6478075

  • Stacie Hutson

    CRD 6873602

Unlock 399 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth