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THE WILLIAM ALLAN CORPORATION

FORT COLLINS, CO · CRD 133147 · IAPD ↗ · 800-677-5309

$204.4MRegulatory AUM
2Advisory reps
12Employees
1Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — THE WILLIAM ALLAN CORPORATION added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.