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Ally Invest Advisors Inc

● SEC registered since 2014CRD 170301SEC# 801-79305Charlotte, NC
Export (members)
Reg. AUM
$1.39B
Employees
9
Accounts
76,058
Location
Charlotte, NC

Ally Invest Advisors Inc assets under management

Ally Invest Advisors Inc is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2014. It reports $1.4 billion in regulatory assets under management and employs 9 people.

Ally Invest Advisors Inc owners & executives

6 reported
NameTitleOwnershipSince
Alex Michael Martin ControlChief Financial OfficerUnder 5%2020
Ally Invest Group Inc. ControlMajority ShareholderOver 75%2012
Gerald Krager ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Ally Invest Advisors Inc manage?

Ally Invest Advisors Inc reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Ally Invest Advisors Inc have?

Ally Invest Advisors Inc reports 9 employees.

Where is Ally Invest Advisors Inc located?

Ally Invest Advisors Inc is based in Charlotte, NC and has been SEC-registered since 2014.

Does Ally Invest Advisors Inc disclose fund performance?

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

Contact & registration

Address601 S. Tryon Street, Suite 100, Charlotte, NC 28202
Phone855-880-2559
Office hours8:30 a.m. To 5:30 p.m. Et
SEC regionAtlanta Regional Office (ARO)
CIK1706013
Discloses disciplinary historyNo

Assets under management

Discretionary$1.39B
Non-discretionary$0
Total (RAUM)$1.39B