THE WILLIAM ALLAN CORPORATION
Firm details
- Headquarters
- FORT COLLINS, Colorado
- CRD number
- 133147
- Registered since
- July 2, 2021
- Website
- www.willallan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.57%
- Individuals24.32%
- Corporations / Businesses1.07%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The William Allan Corporation is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. Its client base spans high-net-worth individuals and families as well as institutional accounts. The firm offers financial planning and portfolio management services for individuals, small businesses, and institutions, charging based on a percentage of assets under management and, in some cases, hourly fees. It is not designated as a capital allocator, does not self-identify as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
3 of 7MARCUS CRAWSHAW
PrincipalCRD 2803634
ANDREW MORETINE
Associate, Financial AdvisorCRD 7320312
JASON CRAWSHAW
PresidentCRD 4183082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$2.1M in ETFs
100%
$2.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $632K | 1,096 | 30.51% |
Location
FORT COLLINS, CO
LARIMER
Location
FORT COLLINS, CO
Headquartered in FORT COLLINS, CO, in the West of the United States.
- Region
- West
- County
- LARIMER
- Address
- 3711 John F Kennedy Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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