Allison Miller, LLC is a large advisory firm based in Bellevue. It manages $197.7 million of regulatory assets for 151 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Texas, and Washington.
Allison Miller provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allison Miller, LLC is $197.7 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allison Miller, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Allison Miller, LLC performs its advisory services is located at 3805 108 Th Ave, Ne Suite 100, Bellevue, WA 98004, which is also the mailing address of the firm. An additional office of the firm is in Monterey, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-889-7848 or by fax 425-889-0828. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at allisonspielman.com.