Alliant Retirement Services, LLC
● SEC registered since 2013CRD 167970SEC# 801-78240Alpharetta, GA
Reg. AUM
$7.37B
Employees
30
Accounts
248
Location
Alpharetta, GA
Alliant Retirement Services, LLC assets under management
Alliant Retirement Services, LLC operates as an SEC-registered investment adviser based in Alpharetta, GA. The firm has been registered since 2013. It reports $7.4 billion in regulatory assets under management and employs 30 people.
Alliant Retirement Services, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alliant Insurance Services Control | Parent Company And Managing Member | Over 75% | 2013 |
| James Alan Ian Laschinger Control | Exec. Vice President, Manager | Under 5% | 2020 |
| John Arthur Cunningham Control | Senior Vice President | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Alliant Retirement Services, LLC manage?
Alliant Retirement Services, LLC reports $7.4 billion in regulatory assets under management on its Form ADV.
How many employees does Alliant Retirement Services, LLC have?
Alliant Retirement Services, LLC reports 30 employees.
Where is Alliant Retirement Services, LLC located?
Alliant Retirement Services, LLC is based in Alpharetta, GA and has been SEC-registered since 2013.
Does Alliant Retirement Services, LLC disclose fund performance?
Alliant Retirement Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009 |
| Phone | (713) 470-4208 |
| Fax | (713) 470-4272 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$7.37B▲ 104%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$7.37Bregulatory AUM
Discretionary $7.37B