Alliance-One Investments, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
390
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 organized as a limited liability company and has been SEC-registered since 2017. FINTRX classifies the firm as "Unclassified" and records the owner type as both a domestic entity and an individual. The dataset indicates the firm is not identified as a capital allocator, is not an active ESG investor, and does not report roles such as pension consultant or related adviser. The firm has not provided public descriptions of its advisory activities, client base, fee schedule, or specific business lines in the available record. The absence of those disclosures in the source limits visibility into its target clients, investment approach, or service model.

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 390
  • Angela Mcgraw

    Call Center RepresentativeCRD 5219352

  • Cassandra Blubaugh

    Cassandra Blubaugh

    Financial Advisor and Registered RepresentativeCRD 6478075

  • Stacie Hutson

    CRD 6873602

Unlock 387 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