ALLIANT RETIREMENT CONSULTING

ALLIANT RETIREMENT SERVICES, LLC

CRD 167970 · SEC 801-78240

Visit website

1125 SANCTUARY PARKWAY, SUITE 300, ALPHARETTA, GA, 30009, United States

Phone

(713) 470-4208

Fax

(713) 470-4272

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.37B

Discretionary AUM

$7.37B

Team

30 total employees; 30 advisory reps; 1000 broker-dealer reps

Clients

Fees

Percentage of AUM; Fixed fees; ASSET-BASED FEES ON PENSION PLANS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-04-06

Disciplinary history

Yes

Services

Portfolio management (pooled vehicles)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Pooled investment vehicles	6	$87.8M
Pension/profit sharing plans	216	$7.29B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD