SUSTAINABLE ADVISORS ALLIANCE LLC

RIASEC RegisteredEst. 2021

Total AUM

$235M

Discretionary

$223M

95% of AUM

Avg account

$217K

Accounts

1,080

Employees

Advisory reps

Firm details

Headquarters: TULSA, Oklahoma
CRD number: 312061
Registered since: January 4, 2021
Website: www.sustainableadvisorsalliance.com
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS, APEX CLEARING CORPORATION, ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI62.28%
Individuals35.33%
Charitable Organizations1.75%
Pension & Profit Sharing Plans0.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sustainable Advisors Alliance LLC is an independent, SEC-registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm, which registered with the SEC in 2021, offers fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory services listed in regulatory filings include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, and educational seminars. The firm identifies as an active ESG investor and deploys external managers when accessing private markets and certain alternatives. Its owner structure is individual-owned, and the adviser is positioned to serve private clients with a mix of managed portfolios and consultative planning work.