PPrivate Fund Data Log in Join · $37/mo

Alliant Securities, Inc.

● SEC registered since 2021CRD 7726SEC# 801-120849Liberty Lake, WA
Export (members)
Reg. AUM
$226.5M
Employees
9
Accounts
548
Location
Liberty Lake, WA

Alliant Securities, Inc. assets under management

Alliant Securities, Inc. operates as an SEC-registered investment adviser based in Liberty Lake, WA. The firm has been registered since 2021. It reports $226.5 million in regulatory assets under management and employs 9 people.
www.alliantsecurities.comView on SEC.gov ↗

Alliant Securities, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Jeffrey Myles NewtonCo-CcoUnder 5%2011
Michael Odell Nord ControlPresident Cfo Co-Cco50-75%2004
Paul Douglas Kienbaum ControlTreasurer Ceo Co-Cco Cfo50-75%2000
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Alliant Securities, Inc. manage?

Alliant Securities, Inc. reports $226.5 million in regulatory assets under management on its Form ADV.

How many employees does Alliant Securities, Inc. have?

Alliant Securities, Inc. reports 9 employees.

Where is Alliant Securities, Inc. located?

Alliant Securities, Inc. is based in Liberty Lake, WA and has been SEC-registered since 2021.

Does Alliant Securities, Inc. disclose fund performance?

Alliant Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA 99019
Phone509-747-9144
Fax509-623-1543
Office hours7:00 a.m. - 4:00 P.M
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$171.5M
Non-discretionary$55M
Total (RAUM)$226.5M