Alliant Retirement Services is a pension cosultant based in Houston. It manages $7.01 billion of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alaska, Arizona, California, and 21 other states.
Alliant Retirement Services provides pension consulting services. 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 Alliant Retirement Services is $7.01 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Alliant Retirement Services for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pension and profit sharing plans and state or municipal government entities. The largest group of clients of Alliant Retirement Services is pension and profit sharing plans with 125 clients and $7 billion of assets under management. Among the 11 most similar advisory firms, Alliant Retirement Services has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $7.01 billion for 130 clients. None of the firm’s clients are foreign persons or businesses.
Alliant Retirement Services doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Alliant Retirement Services performs its advisory services is located at 5444 Westheimer, Houston, TX 77056 The mailing address of the firm is 2313 S Beverly, Casper, WY 82609. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (713) 470-4208 or by fax (713) 470-4272. The normal business hours are by appointment on Other. You can find more information about the New York firm at alliantretirementservices.com.