Ally Invest Advisors Inc
● SEC registered since 2014CRD 170301SEC# 801-79305Charlotte, NC
Reg. AUM
$1.73B
Employees
8
Accounts
79,536
Location
Charlotte, NC
Ally Invest Advisors Inc assets under management
Ally Invest Advisors Inc is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2014. It reports $1.7 billion in regulatory assets under management and employs 8 people.
Ally Invest Advisors Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Michael Martin Control | Chief Financial Officer | Under 5% | 2020 |
| Ally Invest Group Inc. Control | Majority Shareholder | Over 75% | 2012 |
| Gerald Krager Control | Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Ally Invest Advisors Inc manage?
Ally Invest Advisors Inc reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Ally Invest Advisors Inc have?
Ally Invest Advisors Inc reports 8 employees.
Where is Ally Invest Advisors Inc located?
Ally Invest Advisors Inc is based in Charlotte, NC and has been SEC-registered since 2014.
Does Ally Invest Advisors Inc disclose fund performance?
Ally Invest Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 S. Tryon Street, Suite 100, Charlotte, NC 28202 |
| Phone | 855-880-2559 |
| Office hours | 8:30 a.m. To 5:30 p.m. Et |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1706013 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.73B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.73Bregulatory AUM
Discretionary $1.73B