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ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
ALLIANT SECURITIES, INC.
CRD 7726 · SEC 801-120849
695 NORTH LEGACY RIDGE DRIVE SUITE 300, LIBERTY LAKE, WA, 99019, United States
Phone
509-747-9144
Fax
509-623-1543
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.0M
Discretionary AUM
$235.0M
Team
9 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 696 | $232.5M |
| High net worth individuals | 12 | $65.0M |
| Charitable organizations | 3 | $2.5M |
States served
AZ, CA, ID, MT, OR, WA
All web addresses on file
Official SEC filing: View on IAPD