Alliance-One Investments, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
395
Avg account
$0

Firm details

Headquarters
Tulsa, Oklahoma
CRD number
286025
Registered since
July 6, 2017

Firm profile

FINTRX

Overview

Alliance-One Investments, LLC is organized as a limited liability company and has been SEC-registered since 2017. Public disclosures categorize ownership as a mix of a domestic entity and an individual owner, and the firm is listed as unclassified in FINTRX. Available records indicate the firm does not self-identify as a capital allocator, is not active on ESG mandates, and is not designated as a multi-state or newly formed adviser. FINTRX does not provide detail on the firm’s advisory offerings, target client types, fee schedules, or specific investment activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 395
  • Angela Mcgraw

    Call Center RepresentativeCRD 5219352

  • Cassandra Blubaugh

    Cassandra Blubaugh

    Financial Advisor and Registered RepresentativeCRD 6478075

  • Stacie Hutson

    CRD 6873602

Unlock 392 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tulsa, OK

Tulsa

Location

Tulsa, OK

Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.

Metro area
Tulsa-Muskogee-Bartlesville, OK
Region
South
County
Tulsa
Address
4000 N Mingo Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth