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ALLIANT WEALTH ADVISORS
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ALLIANT WEALTH ADVISORS
(CRD# 116360)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Prince William, VA.
The SEC approved the firm to operate as an RIA in
May 2017.
In
Mar 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$138.3 Million,
and has discretion over
96%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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ALLIANT WEALTH ADVISORS
also reported in
Mar 2018:
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3
employees,
with
2
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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ALLIANT WEALTH ADVISORS has no disclosure events reported to the SEC at this time.
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ALLIANT WEALTH ADVISORS has Notice Filings with the following State Securities Authorities:
CA-May 2017, NC-May 2017, SC-Mar 2018, TX-May 2017, VA-May 2017
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