ALLIANT RETIREMENT SERVICES, LLC
Legal name: ALLIANT RETIREMENT CONSULTING
CRD #167970 SEC #801-78240 ALPHARETTA, GA (713) 470-4208
SEC Registered Disclosures
Total AUM
$4.5B
Discretionary
$4.5B
Employees
30
Clients
0
Accounts
156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.5B | $4.5B | $0 | 30 | 800 |
| Jan 2025 | $3.6B | $0 | $3.6B | 23 | 800 |
| Dec 2024 | $3.6B | $0 | $3.6B | 23 | 800 |
| Mar 2024 | $144M | $0 | $144M | 23 | 800 |
| Apr 2023 | $1.1B | $1.1B | $0 | 17 | 580 |
| Mar 2023 | $1.1B | $1.1B | $0 | 17 | 580 |
| Sep 2022 | $928M | $928M | $0 | 17 | 0 |
| Feb 2022 | $928M | $928M | $0 | 17 | 0 |
| Mar 2021 | $8.4B | $275M | $8.1B | 24 | 0 |
| Sep 2020 | $7.9B | $20M | $7.9B | 21 | 0 |
| Mar 2020 | $7.9B | $20M | $7.9B | 21 | 0 |
| Mar 2019 | $7B | $20M | $7B | 15 | 0 |
| Feb 2018 | $6.5B | $0 | $6.5B | 15 | 0 |
| Feb 2018 | $6.5B | $0 | $6.5B | 15 | 0 |
| Jan 2018 | $6.5B | $0 | $6.5B | 15 | 0 |
| Aug 2013 | $0 | $0 | $0 | 9 | 0 |
| Jun 2013 | $0 | $0 | $0 | 9 | 0 |
| Jun 2013 | $0 | $0 | $0 | 9 | 0 |
| Jun 2013 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees30
Clients800
DateJan 2025
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees23
Clients800
DateDec 2024
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees23
Clients800
DateMar 2024
Total AUM$144M
Discretionary$0
Non-Disc.$144M
Employees23
Clients800
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients580
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients580
DateSep 2022
Total AUM$928M
Discretionary$928M
Non-Disc.$0
Employees17
Clients0
DateFeb 2022
Total AUM$928M
Discretionary$928M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$8.4B
Discretionary$275M
Non-Disc.$8.1B
Employees24
Clients0
DateSep 2020
Total AUM$7.9B
Discretionary$20M
Non-Disc.$7.9B
Employees21
Clients0
DateMar 2020
Total AUM$7.9B
Discretionary$20M
Non-Disc.$7.9B
Employees21
Clients0
DateMar 2019
Total AUM$7B
Discretionary$20M
Non-Disc.$7B
Employees15
Clients0
DateFeb 2018
Total AUM$6.5B
Discretionary$0
Non-Disc.$6.5B
Employees15
Clients0
DateFeb 2018
Total AUM$6.5B
Discretionary$0
Non-Disc.$6.5B
Employees15
Clients0
DateJan 2018
Total AUM$6.5B
Discretionary$0
Non-Disc.$6.5B
Employees15
Clients0
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0