Allison Investment Management, Llc
Columbia, South Carolina
5.0
1 Review
Allison Investment Management, LLC is a small investment advisory firm based out of Columbia, SC. With two offices, they specialize in providing comprehensive investment advisory services. The firm's two employees are dedicated to delivering personalized financial strategies to their clients. On average, each investment advisor manages approximately $51,790,000 in assets under management, which aligns with the industry average. Allison Investment Management, LLC adopts a diverse compensation structure that includes a percentage of assets under management. While 401K and individual accounts make up less than 30% of their assets un...
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Assets Under Mgmt

$103.58M

Investment Professionals

2

Locations

1

% 401K & Individual

7%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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