Alliant Securities, Inc.
● SEC registered since 2021CRD 7726SEC# 801-120849Liberty Lake, WA
Reg. AUM
$300M
Employees
9
Accounts
696
Location
Liberty Lake, WA
Alliant Securities, Inc. assets under management
Alliant Securities, Inc. operates as an SEC-registered investment adviser based in Liberty Lake, WA. The firm has been registered since 2021. It reports $300 million in regulatory assets under management and employs 9 people.
Alliant Securities, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Myles Newton | Co-Cco | Under 5% | 2011 |
| Michael Odell Nord Control | President Cfo Co-Cco | 50-75% | 2004 |
| Paul Douglas Kienbaum Control | Treasurer Ceo Co-Cco Cfo | 50-75% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Alliant Securities, Inc. manage?
Alliant Securities, Inc. reports $300 million in regulatory assets under management on its Form ADV.
How many employees does Alliant Securities, Inc. have?
Alliant Securities, Inc. reports 9 employees.
Where is Alliant Securities, Inc. located?
Alliant Securities, Inc. is based in Liberty Lake, WA and has been SEC-registered since 2021.
Does Alliant Securities, Inc. disclose fund performance?
Alliant Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA 99019 |
| Phone | 509-747-9144 |
| Fax | 509-623-1543 |
| Office hours | 7:00 a.m. - 4:00 P.M |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$300M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$300Mregulatory AUM
Discretionary $235MNon-discretionary $65M