THE WILLIAM ALLAN CORPORATION
CRD #133147 SEC #801-121683 FORT COLLINS, CO 800-677-5309
SEC Registered
Total AUM
$185.2M
Discretionary
$185.2M
Employees
11
Clients
0
Accounts
603
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $185.2M | $185.2M | $0 | 11 | 1 |
| Jul 2024 | $169.6M | $169.6M | $0 | 8 | 0 |
| Mar 2024 | $169.6M | $169.6M | $0 | 8 | 0 |
| Oct 2023 | $146.6M | $146.6M | $0 | 8 | 0 |
| Mar 2023 | $146.6M | $146.6M | $0 | 8 | 0 |
| Nov 2022 | $170.6M | $170.6M | $0 | 8 | 0 |
| Oct 2022 | $170.6M | $170.6M | $0 | 8 | 0 |
| Sep 2022 | $170.6M | $170.6M | $0 | 8 | 0 |
| Jul 2022 | $170.6M | $170.6M | $0 | 8 | 0 |
| Mar 2022 | $170.6M | $170.6M | $0 | 8 | 0 |
| Oct 2021 | $134.2M | $132.4M | $1.7M | 9 | 0 |
| Jun 2021 | $134.2M | $132.4M | $1.7M | 8 | 0 |
DateMar 2025
Total AUM$185.2M
Discretionary$185.2M
Non-Disc.$0
Employees11
Clients1
DateJul 2024
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$169.6M
Discretionary$169.6M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees8
Clients0
DateJul 2022
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$134.2M
Discretionary$132.4M
Non-Disc.$1.7M
Employees9
Clients0
DateJun 2021
Total AUM$134.2M
Discretionary$132.4M
Non-Disc.$1.7M
Employees8
Clients0