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ALLEY COMPANY
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544 · SEC 801-122856
272 MARKET SQUARE, SUITE 214, LAKE FOREST, IL, 60045, United States
Phone
847-482-0938
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$907.2M
Discretionary AUM
$907.2M
Team
9 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersINSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $14.1M |
| High net worth individuals | 125 | $830.4M |
| Charitable organizations | 3 | $19.9M |
| Corporations/business entities | 6 | $42.7M |
States served
AZ, IL, MN, FL
All web addresses on file
Official SEC filing: View on IAPD