M. E. ALLISON & CO., INC.

Overview

M. E. Allison & Co, Inc. operates as an independent broker-dealer organized as a corporation and owned by an individual. The firm acts as a capital allocator and serves both individual/family clients and institutional accounts. Its business mix combines broker-dealer functions, registered representative activity, insurance brokerage and municipal advisory services alongside advisory offerings that include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Compensation arrangements are a mix of percentage-of-AUM fees, hourly charges and other fee types. The adviser does not identify as an active ESG investor and does not describe itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives