Alliance Investment Management, LLC
Alliance Investment Management, LLC is an SEC-registered wealth manager in Jenison, MI with $206.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Alliance Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152012, SEC 801-121504, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $206.8M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Jenison, MI
- Employees
- 6
- Clients
- 170
- CRD
- 152012
- Ownership
- NELSON, THOR, WILLIAM; Nelson, Lori, A; HOLTROP, JACOB, LEE; THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005; JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016
How much AUM does Alliance Investment Management, LLC have?
Alliance Investment Management, LLC reported $206.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Alliance Investment Management, LLC?
Disclosed owners and executives of Alliance Investment Management, LLC include NELSON, THOR, WILLIAM, Nelson, Lori, A, HOLTROP, JACOB, LEE, THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005, JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.