Company

William Allan, Corp

Financial Services 100 Oceangate 6 employees

Employees: 6
Contacts: 3
Emails: 3
Phones: 2

www.willallan.com LinkedIn

William Allan, Corp Overview

Headquarters: 100 Oceangate
Website: www.willallan.com
Industry: Financial Services
Employees: 6
Founded: 2001
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Management Retirement Planning Sole Proprietors - Accounting/Tax and Investment Management Tax Planning Tax Preparation Wealth Mangement Business Exit Strategy Portfolio Optimization

About William Allan, Corp

Since 2001, an investment advisor firm focused on meeting the long-term goals of individuals & institutional clients. At our firm's core is a steadfast portfolio management & highly disciplined investment selection process that we've been utilizing for nearly three decades.

William Allan, Corp Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

William Allan, Corp Org Chart

Sample employees and titles

Name	Title	Location	Contact
Marcus Crawshaw	Helping Clients Build Wealth Today So in the Future They Can Enjoy the Dignified Retirement They Deserve!	Long Beach, California, United States	Email Phone
Jimmy Monti	Business Development at William Allan, Corp.	Los Angeles Metropolitan Area, United States	Email
Andrew Moretine	Associate Financial Advisor at William Allan, Corp	Los Angeles Metropolitan Area, United States	Email Phone
Ryan H.	Finance Operations Specialist - Data Analytics - Financial Modeling - Process Optimization - Strategic Planning		View