Investment adviser · CRD 132569

ALISON, LLC

Investment adviser filing (IA)

EUGENE, OR, United States · Form ADV filed Mar 24, 2014

Regulatory AUM
$109M
Form ADV · Item 5.F
Client accounts
522
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

390 HIGH STREET
EUGENE, OR, 97401, United States

CRD 132569

Filing source

Form ADV 806865 · Mar 24, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.