RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CRAWSHAW, JASON, CYRILIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
CRAWSHAW, JASON, CYRILIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (6)

CA CO NH NV PA TX

Address

3711 JOHN F KENNEDY PKWY.
SUITE 420
FORT COLLINS, CO 80525
United States
Phone: 800-677-5309