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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 952-915-3033 or by fax 952-915-3034. The normal business hours are 7:30am-4:30pm on Monday - Friday.