The William Allan Corporation

RIASEC RegisteredEst. 2021

Total AUM

$204M

Discretionary

$204M

100% of AUM

Avg account

$325K

Accounts

629

Employees

Advisory reps

Firm details

Headquarters: Fort Collins, Colorado
CRD number: 133147
Registered since: July 2, 2021
Website: www.willallan.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI74.57%
Individuals24.32%
Corporations / Businesses1.07%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The William Allan Corporation is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. It serves both individual and family clients as well as institutional accounts, and its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain services. It does not position itself as a capital allocator, does not describe itself as an ESG investor, and is not registered as a multi-state or pension consultant adviser. The firm lists an accounting affiliation in its industry relationships.