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ALLIANCE INVESTMENT MANAGEMENT, LLC
CRD 152012File 801-121504
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$206.8M
Below cohort median (national)
Discretionary AUM
$173.2M
Non-discretionary $33.6M
Clients
170
600 accounts
Employees
6
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 14, 2021
- Principal office
- 507 BALDWIN ST, JENISON, MI, 49428
- Phone
- 800-890-1246
- Website
- HTTPS://WWW.ALLIANCEIM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.8M
- Discretionary AUM
- $173.2M
- Non-discretionary AUM
- $33.6M
- Discretionary accounts
- 508
- Non-discretionary accounts
- 92
- Total accounts
- 600
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.7M |
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 42 | $131.9M |
| Pooled investment vehicles | 1 | $4.1M |
| Pension and profit sharing plans | 9 | $21.1M |
| Individuals (other than high net worth individuals) | 118 | $44.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.