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ALLIANCE INVESTMENT MANAGEMENT, LLC

JENISON, MI · CRD 152012 · IAPD ↗ · allianceim.com · 800-890-1246

$206.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — ALLIANCE INVESTMENT MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — ALLIANCE INVESTMENT MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — ALLIANCE INVESTMENT MANAGEMENT, LLC reported RAUM up 37% ($119.0M -> $162.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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