Retirement And Wealth At Alliant, LLC

Overview

Retirement And Wealth At Alliant, LLC is an SEC-registered institutional registered investment adviser formed in 2013 that focuses on institutional clients and pension consulting. The firm acts as a capital allocator and provides portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. Its broader business activities include broker-dealer functions, registered representative relationships with a broker-dealer, and insurance brokerage. Fee arrangements include percentage-of-AUM, fixed fees, and other structures. The firm is not identified as an active ESG investor.

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