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The William Allan Corporation

● SEC registered since 2021CRD 133147SEC# 801-121683Fort Collins, CO
Export (members)
Reg. AUM
$185.2M
Employees
11
Accounts
603
Location
Fort Collins, CO

The William Allan Corporation assets under management

The William Allan Corporation is a registered investment adviser overseen by the SEC based in Fort Collins, CO. The firm has been registered since 2021. It reports $185.2 million in regulatory assets under management and employs 11 people.
twitter.com/williamallanllcView on SEC.gov ↗

The William Allan Corporation owners & executives

1 reported
NameTitleOwnershipSince
Jason Cyril Crawshaw ControlPresident/Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does The William Allan Corporation manage?

The William Allan Corporation reports $185.2 million in regulatory assets under management on its Form ADV.

How many employees does The William Allan Corporation have?

The William Allan Corporation reports 11 employees.

Where is The William Allan Corporation located?

The William Allan Corporation is based in Fort Collins, CO and has been SEC-registered since 2021.

Does The William Allan Corporation disclose fund performance?

The William Allan Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3711 John F Kennedy Pkwy., Suite 420, Fort Collins, CO 80525
Phone800-677-5309
Fax818-474-7050
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1910961
Discloses disciplinary historyNo

Assets under management

Discretionary$185.2M
Non-discretionary$0
Total (RAUM)$185.2M