Alliant Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 143596
- Website
- www.alliantcapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.13%
- Individuals11.7%
- Banking / Thrift Institutions1.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alliant Capital Management LLC is an independent, individual-owned registered investment adviser that manages portfolios for individuals, families and small businesses as well as for business or institutional clients. The firm charges fees based on a percentage of assets under management and operates with a primarily discretionary mandate. It does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities71%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents13%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1Thomas Lear
President & OwnerCRD 2250225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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