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 is listed as having both a domestic-entity and an individual owner structure. Public profile fields classify the firm as "unclassified" and provide minimal detail about its advisory activities. Available records indicate the firm is not a capital allocator, does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or related-adviser roles.
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 395John Diggins
CRD 5276982
Michael Davis
CRD 6771435
Katlin McColl
AnalystCRD 6547352
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
Cavanal Hill Distributors, Inc,
Broker-DealerTulsa, OK
BOK Financial Advisors
Broker-DealerTulsa, OK
GRF Capital Investors, Inc.
Broker-DealerTulsa, OK
American Fidelity Securities, Inc.
Broker-DealerOklahoma City, OK
Infinity Capital Securities, LLC
Broker-DealerOklahoma City, OK
Oak Hills Securities, Inc.
Broker-DealerOklahoma City, OK