ALISON, LLC
CRD #132569 SEC #801-63466 EUGENE, OR 541-342-3433
SEC Registered
Total AUM
$135M
Discretionary
$105M
Employees
1
Clients
51
Accounts
644
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $109.4M | $98.2M | $11.2M | 3 | 300 |
| Mar 2013 | $112.7M | $101.9M | $10.9M | 4 | 300 |
| Mar 2013 | $112.7M | $101.9M | $10.9M | 4 | 300 |
| Mar 2012 | $135M | $105M | $30M | 1 | 200 |
| Sep 2011 | $154M | $117M | $37M | 5 | -- |
| Jul 2011 | $154M | $117M | $37M | 10 | -- |
| Jul 2011 | $154M | $117M | $37M | 10 | -- |
| Jul 2011 | $154M | $117M | $37M | 10 | -- |
| Mar 2011 | $154M | $117M | $37M | 10 | -- |
| Oct 2010 | $97M | $97M | $0 | 10 | -- |
| Jun 2009 | $52.3M | $52.3M | $0 | 5 | -- |
| Mar 2008 | $67.9M | $57.9M | $10M | 5 | -- |
| Mar 2007 | $64.9M | $56.2M | $8.7M | 5 | -- |
| Sep 2005 | $41M | $32M | $9M | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2014
Total AUM$109.4M
Discretionary$98.2M
Non-Disc.$11.2M
Employees3
Clients300
DateMar 2013
Total AUM$112.7M
Discretionary$101.9M
Non-Disc.$10.9M
Employees4
Clients300
DateMar 2013
Total AUM$112.7M
Discretionary$101.9M
Non-Disc.$10.9M
Employees4
Clients300
DateMar 2012
Total AUM$135M
Discretionary$105M
Non-Disc.$30M
Employees1
Clients200
DateSep 2011
Total AUM$154M
Discretionary$117M
Non-Disc.$37M
Employees5
Clients--
DateJul 2011
Total AUM$154M
Discretionary$117M
Non-Disc.$37M
Employees10
Clients--
DateJul 2011
Total AUM$154M
Discretionary$117M
Non-Disc.$37M
Employees10
Clients--
DateJul 2011
Total AUM$154M
Discretionary$117M
Non-Disc.$37M
Employees10
Clients--
DateMar 2011
Total AUM$154M
Discretionary$117M
Non-Disc.$37M
Employees10
Clients--
DateOct 2010
Total AUM$97M
Discretionary$97M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$67.9M
Discretionary$57.9M
Non-Disc.$10M
Employees5
Clients--
DateMar 2007
Total AUM$64.9M
Discretionary$56.2M
Non-Disc.$8.7M
Employees5
Clients--
DateSep 2005
Total AUM$41M
Discretionary$32M
Non-Disc.$9M
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--