Fee-only adviser · Jenison, MI
Alliance Investment Management, LLC
Alliance Investment Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Jenison, Michigan. On its latest Form ADV, filed March 30, 2026, it reports $207M in regulatory assets under management, 160 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 152012 · SEC file 801-121504 |
| Office | 507 Baldwin ST Jenison, MI 49428 |
| Phone | (800) 890-1246 |
| Website | www.allianceim.com |
| Regulatory assets under management | $207M ($173M discretionary) |
| Individual clients | 118 non-high-net-worth, 42 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jenison
Nearby
- Grandville 1 firm
- Wyoming 2 firms
- Grand Rapids 26 firms
- Kentwood 1 firm
- Caledonia 1 firm
- Grand Haven 2 firms
- Holland 5 firms
- Ada 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Alliance Investment Management, LLC? Update this listing.