Investment adviser · CRD 116387

ALLISON SPIELMAN ADVISORS, LLC

Investment adviser filing (IA)

BELLEVUE, WA, United States · Form ADV filed Jun 27, 2012

Regulatory AUM
$49.4M
Form ADV · Item 5.F
Client accounts
118
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Commissions

Principal office

1380 112TH AVE. NE, SUITE 306
BELLEVUE, WA, 98004, United States

CRD 116387

Filing source

Form ADV 656349 · Jun 27, 2012 · 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.