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THE WILLIAM ALLAN CORPORATION

Advisory

N·FORT COLLINS, CO

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$204M
1-Year AUM Growth
+15.7%
3-Year CAGR
+7.8%
Employees
2
Assets Under Management
Total AUM$204M
Discretionary AUM$204M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients240
Team
Total Employees2
Investment Advisers12
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record11
First FilingJun 4, 2021
Latest FilingMar 3, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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