M. E. Allison & Co, Inc.

Overview

M. E. Allison & Co, Inc. is an independent broker-dealer organized as a corporation and operating as a capital allocator to both individual/family and institutional clients. The firm provides a mix of brokerage, advisory and insurance services: it acts as a broker-dealer and registered representative, sells insurance products, and serves as a registered municipal advisor. On the advisory side the firm offers financial planning, portfolio management for individuals and small businesses, and selection of third‑party managers. Fee arrangements include asset‑based fees, hourly billing and other charge structures. The firm does not identify as an active ESG investor and is not positioned as a multi‑state or pension consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives