Alison, LLC (Eugene)
Alison, LLC is a large advisory firm based in Eugene. It manages $109.4 million of regulatory assets for 522 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Oregon.
Alison provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Alison: assets under management
The assets under management (AUM) of Alison, LLC is $109.4 million. The firm's AUM has grown by 167% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Alison, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Eugene
The principal office where Alison, LLC performs its advisory services is located at 390 High Street, Eugene, OR 97401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-342-3433 or by fax 541-342-7757. The normal business hours are 8 am to 5 pm on Monday - Friday.
Registered investment advisers similar to Alison, LLC
- Cks Advisors
- Mcnaughton Wealth Management
- Campbell Rooks Wealth Management, L.L.C
- Lawton Asset Management
- Trivant Custom Portfolio Group
- Davis, Davis And Conover Wealth Management
- Sippican Capital Advisors
- Professional Planning Associates
- David N. Smith & Associates
- The Planners Network
- Hfh Planning
- Great Oak Capital Partners
- Robert Osher & Company
- Eubank, Hutson & Associates
- Integrated Financial Planning, P.C