ALLIANCE INVESTMENT MANAGEMENT, LLC
CRD #152012 SEC #801-121504 JENISON, MI 800-890-1246
SEC Registered Private Funds
Total AUM
$179.1M
Discretionary
$148.4M
Employees
5
Clients
--
Accounts
560
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NELSON, THOR, WILLIAM | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| NELSON, THOR, WILLIAM | I | CHIEF COMPLIANCE OFFICER | E | Control |
| THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | DE | MEMBER | E | Control |
| THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | DE | MEMBER | E | Control |
| THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | DE | MEMBER | E | Control |
| THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | DE | MEMBER | E | Control |
| HOLTROP, JACOB, LEE | I | MEMBER | B | |
| JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016 | DE | MEMBER | B | |
| JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016 | DE | MEMBER | B | |
| JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016 | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NELSON, THOR, WILLIAM | I | THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | F | Control |
| NELSON, THOR, WILLIAM | I | THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | F | Control |
| NELSON, THOR, WILLIAM | I | THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | F | Control |
| Nelson, Lori, A | I | THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | F | Control |
| Nelson, Lori, A | I | THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | F | Control |
| Nelson, Lori, A | I | THOR W. AND LORI A. NELSON TRUST AGREEMENT DATED NOV. 11, 2005 | F | Control |
| HOLTROP, JACOB, LEE | I | JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016 | D | Control |
| HOLTROP, JACOB, LEE | I | JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016 | D | Control |
| Holtrop, Jolene, Lynelle | I | JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016 | D | Control |
| Holtrop, Jolene, Lynelle | I | JACOB AND JOLENE HOLTROP TRUST DATED AUGUST 17, 2016 | D | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (4)
FL MI NE WI
Address
507 BALDWIN STJENISON, MI 49428
United States
Phone: 800-890-1246