Alla Investment Management, Inc. (As Reported To Sec On 3/23/00) (Minneapolis)

Alla Investment Management, Inc. (As Reported To Sec On 3/23/00) is a large advisory firm based in Minneapolis. It manages $83.19 million of regulatory assets for 193 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Iowa, Minnesota, North Dakota, South Dakota, and Wisconsin.

Alla Investment Management, Inc. (As Reported To Sec On 3/23/00) provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Alla Investment Management, Inc. (As Reported To Sec On 3/23/00): assets under management

The assets under management (AUM) of Alla Investment Management, Inc. (As Reported To Sec On 3/23/00) is $83.19 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $83.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $431.02 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alla Investment Management, Inc. (As Reported To Sec On 3/23/00) for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Alla Investment Management, Inc. (As Reported To Sec On 3/23/00)

Lee C Hamilton has served as the Chief Investment Officer since 1 Feb 2000. Mark Conrad Hoonsbeen joined the executive team most recently as the Secretary, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Conrad Hoonsbeen	Secretary, director	1 Dec 1999	50% - 75%	2599964
Michael John Oconnor	President, director	1 Dec 1999	50% - 75%	2121394
Lee C Hamilton	Chief investment officer	1 Feb 2000	Other	1829275

Based in Minneapolis

The principal office where Alla Investment Management, Inc. (As Reported To Sec On 3/23/00) performs its advisory services is located at 6800 France Avenue South, Minneapolis, MN 55435 2004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.