Alliance-One Investments, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
—
Advisory reps
394
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 is recorded as an SEC-registered adviser since 2017. The FINTRX snapshot lists ownership as a domestic entity and an individual and classifies the firm as unclassified. The record indicates the firm is not designated as a capital allocator, is not an active ESG investor, and is not a pension consultant or related adviser. The firm has provided little public detail about its advisory focus, client types, fee schedule, or specific business activities in the FINTRX entry.

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 394
  • John Diggins

    CRD 5276982

  • Michael Davis

    Michael Davis

    CRD 6771435

  • Katlin McColl

    AnalystCRD 6547352

Unlock 391 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth