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ALLIANCE INVESTMENT MANAGEMENT, LLC
CRD 152012 · SEC 801-121504
507 BALDWIN ST, JENISON, MI, 49428, United States
Phone
800-890-1246
Fax
800-916-1246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.8M
Discretionary AUM
$173.2M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)INVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $44.8M |
| High net worth individuals | 42 | $131.9M |
| Pooled investment vehicles | 1 | $4.1M |
| Pension/profit sharing plans | 9 | $21.1M |
States served
IL, MI, NE, WI, FL
All web addresses on file
Official SEC filing: View on IAPD