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ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
REBEKAH LOVGREN ALLISON
CRD 129665
207 E BUFFALO ST, SUITE 553, MILWAUKEE, WI, 53202, United States
Phone
414-299-8434
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.5M
Discretionary AUM
$48.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $452K |
| High net worth individuals | 18 | $52.0M |
Official SEC filing: View on IAPD