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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Unison elementFoundation
- Established Date
- 05-03-2010
- Office Locations
- 1
Office Locations
About Alliance Investment Management, LLC
Alliance Investment Management is an independent money manager building custom portfolios that blend proprietary strategies (Growth Focused, Yield Focused, Top Funds) with selected third-party funds and managers. Portfolios use individual stocks, ETFs and mutual funds, and the firm also provides non-discretionary advice and investment consulting for one-time or ongoing needs. Serves retail and institutional clients; custody relationships include Charles Schwab and SEI.
Team overview
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Owner & Executives
Lori A Nelson
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
THOR WILLIAM NELSON
Chief Compliance Officer
- CRD
- #4621175
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JACOB LEE HOLTROP
Portfolio Manager
- CRD
- #6400059
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $173,241,815 | $341,027 |
| Non-Discretionary | $33,569,847 | $364,890 |
| Total | $206,811,662 | $344,686 |
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Separately Managed Accounts
Total SMA Asset: $202,663,429
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $175,594,868 | 29.6% |
| Equity - Exchange | $74,746,464 | 12.6% |
| Cash | $121,018,085 | 20.4% |
| U.S. Government/Agency | $76,526,142 | 12.9% |
| Municipal Bonds | $145,340,347 | 24.5% |
| Total | $593,225,906 | 100.0% |