Sustainable Advisors Alliance LLC
● SEC registered since 2021CRD 312061SEC# 801-120088Tulsa, OK
Reg. AUM
$234.8M
Employees
8
Accounts
1,080
Location
Tulsa, OK
Sustainable Advisors Alliance LLC assets under management
Sustainable Advisors Alliance LLC is an investment advisory firm registered with the SEC based in Tulsa, OK. The firm has been registered since 2021. It reports $234.8 million in regulatory assets under management and employs 8 people.
Sustainable Advisors Alliance LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold Joseph Moran Control | Member | 10-25% | 2021 |
| Janet Ellen Bryan Control | Member | 10-25% | 2021 |
| Julie Lynn Skye Control | Member And Chief Compliance Officer | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Sustainable Advisors Alliance LLC manage?
Sustainable Advisors Alliance LLC reports $234.8 million in regulatory assets under management on its Form ADV.
How many employees does Sustainable Advisors Alliance LLC have?
Sustainable Advisors Alliance LLC reports 8 employees.
Where is Sustainable Advisors Alliance LLC located?
Sustainable Advisors Alliance LLC is based in Tulsa, OK and has been SEC-registered since 2021.
Does Sustainable Advisors Alliance LLC disclose fund performance?
Sustainable Advisors Alliance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 N Cheyenne Ave, Suite 406, Tulsa, OK 74103 |
| Phone | 918-408-7981 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$234.8Mregulatory AUM
Discretionary $223.3MNon-discretionary $11.5M