PPrivate Fund Data Log in Join · $37/mo

Sustainable Advisors Alliance LLC

● SEC registered since 2021CRD 312061SEC# 801-120088Tulsa, OK
Export (members)
Reg. AUM
$207M
Employees
8
Accounts
1,064
Location
Tulsa, OK

Sustainable Advisors Alliance LLC assets under management

Sustainable Advisors Alliance LLC is an investment advisory firm registered with the SEC based in Tulsa, OK. The firm has been registered since 2021. It reports $207 million in regulatory assets under management and employs 8 people.

Sustainable Advisors Alliance LLC owners & executives

6 reported
NameTitleOwnershipSince
Harold Joseph Moran ControlMember10-25%2021
Janet Ellen Bryan ControlMember10-25%2021
Julie Lynn Skye ControlMember And Chief Compliance Officer10-25%2020
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sustainable Advisors Alliance LLC manage?

Sustainable Advisors Alliance LLC reports $207 million in regulatory assets under management on its Form ADV.

How many employees does Sustainable Advisors Alliance LLC have?

Sustainable Advisors Alliance LLC reports 8 employees.

Where is Sustainable Advisors Alliance LLC located?

Sustainable Advisors Alliance LLC is based in Tulsa, OK and has been SEC-registered since 2021.

Does Sustainable Advisors Alliance LLC disclose fund performance?

Sustainable Advisors Alliance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12 N Cheyenne Ave, Suite 221, Tulsa, OK 74103
Phone918-408-7981
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.1M
Non-discretionary$6.9M
Total (RAUM)$207M