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Allison Hartzog Guice

JACKSON THORNTON ASSET MANAGEMENT, LLC·MONTGOMERY, Alabama
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200 COMMERCE STREET, MONTGOMERY, AL 36104CRD# 7085420Firm CRD# 116091
01

About

Allison Hartzog Guice is a registered financial advisor based in MONTGOMERY, Alabama, affiliated with JACKSON THORNTON ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
JACKSON THORNTON ASSET MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at JACKSON THORNTON ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7085420
Firm CRD# 116091
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allison Hartzog Guice offer?
Allison Hartzog Guice specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MONTGOMERY, Alabama for a consultation.
What are Allison Hartzog Guice's credentials?
Allison Hartzog Guice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allison Hartzog Guice located?
Allison Hartzog Guice is based in MONTGOMERY, Alabama, working with JACKSON THORNTON ASSET MANAGEMENT, LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Allison Hartzog Guice charge for services?
Allison Hartzog Guice's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACKSON THORNTON ASSET MANAGEMENT, LLC?
JACKSON THORNTON ASSET MANAGEMENT, LLC has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MONTGOMERY
Ginger Baker Glenn — WELCH HORNSBY, INC.Edwin Landon Crane — JACKSON THORNTON ASSET MANAGEMENT, LLCTommy Ray West — JACKSON THORNTON ASSET MANAGEMENT, LLCLuther Jerrell Mitchell — JACKSON THORNTON ASSET MANAGEMENT, LLCJohn Steven Hornsby — WELCH HORNSBY, INC.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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