Alliance-One Investments, LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 286025
- Registered since
- July 6, 2017
- Website
- allianceinv.com
Firm profile
FINTRXOverview
Alliance-One Investments, LLC is a limited liability company that registered with the SEC in 2017. The firm is identified as owned by a combination of a domestic entity and an individual and is classified in the dataset as unclassified. Reported attributes indicate the firm is not a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state or related adviser. Several typical profile fields — including client base description, fee structure, and specific advisory activities — were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 392John Diggins
CRD 5276982
Michael Davis
CRD 6771435
Katlin McColl
AnalystCRD 6547352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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