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THE WILLIAM ALLAN CORPORATION
CRD 133147 · SEC 801-121683
3711 JOHN F KENNEDY PKWY., SUITE 420, FORT COLLINS, CO, 80525, United States
Phone
800-677-5309
Fax
818-474-7050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.4M
Discretionary AUM
$204.4M
Team
12 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $49.7M |
| High net worth individuals | 65 | $152.4M |
| Charitable organizations | 1 | $92K |
| Corporations/business entities | 12 | $2.2M |
States served
CA, CO, NV, TX, NH
All web addresses on file
Official SEC filing: View on IAPD