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M. E. ALLISON & CO., INC.
CRD 1047 · SEC 801-129805
950 E. BASSE ROAD, 2ND FL., SAN ANTONIO, TX, 78209, United States
Phone
210-930-4000
Fax
210-930-4001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$366.4M
Discretionary AUM
$302.7M
Team
12 total employees; 10 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; THIRD-PARTY FEE SHARING
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 247 | $16.0M |
| High net worth individuals | 236 | $286.7M |
| Pension/profit sharing plans | 16 | $63.7M |
States served
NM, TX
All web addresses on file
Official SEC filing: View on IAPD