RIA Intel›Advisers›ALLEN WILLIAM CLAIBOURNE

ALLEN WILLIAM CLAIBOURNE

Advisory

Data as of Apr 29, 2003 · Source: SEC Form ADV

Total AUM

$29M

1-Year AUM Growth

+7.0%

3-Year CAGR

0.0%

Employees

0

Assets Under Management

Total AUM$29M

Discretionary AUM$22M

Non-Discretionary AUM$7M

Discretionary %74.9%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingMar 15, 2001

Latest FilingApr 29, 2003

🔒 Full AUM trend chart and 5 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALLEN WILLIAM CLAIBOURNE

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.