Allison Investment Management, LLC is an adviser based in Columbia. It manages $46.84 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of North Carolina and South Carolina.
Allison Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allison Investment Management, LLC is $46.84 million. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Allison Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Edward Allison has been acting as President since 1 Dec 2002. David Lindsey Allison joined the executive team most recently as the Secretary.
The principal office where Allison Investment Management, LLC performs its advisory services is located at 1201 Lincoln Street, Columbia, SC 29201, which is also the mailing address of the firm. An additional office of the firm is in Wrightsville Beach, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 803-806-8400 or by fax 803-806-8119. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at allinvmgt.com.