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, advisor-owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management services for individuals, small businesses, and businesses or institutions. Its fee arrangements include a percentage-of-assets-under-management component alongside hourly billing for certain services. The firm does not identify itself as an active ESG investor and is not positioned as a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$2.4M in ETFs
100%
$2.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $811K | 1,096 | 33.32% |
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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