CRD: 129665
Allison & Company Financial Counselors, LLC
Milwaukee, WI, 53202
4142998434
$52.5M Total AUM
$48.6M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2004
- Office Locations
- 1
Office Locations
250 West Coventry Court Suite 203 Glendale WI
About Allison & Company Financial Counselors, LLC
Allison & Company Financial Counselors, LLC is a Milwaukee-based RIA. The firm has been operating for 22 years. Managing $52.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$52.5M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Investment Themes
Prime
Investment Vehicles
Bridge signal
Services
Matrix momentum Wave Quantum Capital Value momentum Oak
Owner & Executives
R
REBEKAH LOVGREN ALLISON
Chief Compliance Officer, Manager
- CRD
- #2021452
- Ownership
- 75% or more
(392) 311-9588
insight.ridge@oakcapital.com
in linkedin.com/in/unison-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,594,672 | -- |
| Non-Discretionary | $3,888,010 | -- |
| Total | $52,482,682 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,482,682
Equity - Exchange:
15.8% Cash:
14.9% Municipal Bonds:
29.5% U.S. Government/Agency:
28.8% Corporate - Investment Grade:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $906,750,133 | 15.8% |
| Cash | $855,099,809 | 14.9% |
| Municipal Bonds | $1,692,982,843 | 29.5% |
| U.S. Government/Agency | $1,652,810,369 | 28.8% |
| Corporate - Investment Grade | $631,281,737 | 11.0% |
| Total | $5,738,924,891 | 100.0% |