ALLIANCE INVESTMENT MANAGEMENT, LLC of JENISON, MI is an SEC-registered investment adviser (CRD 152012). Regulatory assets under management: $206.8M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Thor William Nelson | CHIEF COMPLIANCE OFFICER; CO-TRUSTEE | — |
| Lori A Nelson | CHIEF FINANCIAL OFFICER; CO-TRUSTEE | — |
| Jacob Lee Holtrop | CO-TRUSTEE | — |
| Jolene Lynelle Holtrop | CO-TRUSTEE | — |
| NELSON ROBERT WILLIAM | CEO/CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; CO-TRUSTEE (+1 more) | — |
| NELSON GREGORY A | CO-TRUSTEE | — |
| HOLTROP JACOB LEE | CO-TRUSTEE; MEMBER | — |
| Holtrop Jolene Lynelle | CO-TRUSTEE | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| SMITH & ASSOCIATES FINANCIAL FUND, LLC | Private Equity Fund | Michigan | 10 | $4.1M | $100K |