Alliance Real Property Advisors, LLC (Lakewood)

Alliance Real Property Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alliance Real Property Advisors: assets under management

The assets under management (AUM) of Alliance Real Property Advisors, LLC is $171.04 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $138.55 million in discretionary accounts and $32.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.24 million.

Alliance Real Property Advisors has custody of $138.55 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alliance Real Property Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Based in Lakewood

The principal office where Alliance Real Property Advisors, LLC performs its advisory services is located at 165 South Union Boulevard, Lakewood, CO 80228, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-986-2222 or by fax 303-986-7990. The normal business hours are 8:30 - 5:30 on Monday - Friday.

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