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Jacob Lee Holtrop

ALLIANCE INVESTMENT MANAGEMENT, LLC·JENISON, Michigan
Series 65Clean record11 years registeredALLIANCE INVESTMENT MANAGEMENT, LLC
507 BALDWIN ST, JENISON, MI 49428CRD# 6400059Firm CRD# 152012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Lee Holtrop · JENISON, MI
Registration
CRD #6400059 · ALLIANCE INVESTMENT MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ALLIANCE INVESTMENT MANAGEMENT, LLC
Jan 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 27, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLIANCE INVESTMENT MANAGEMENT, LLC
CRD 152012 · SEC 801-121504
AUM
$163M
Regulatory assets under management
Employees
5
544 client accounts
Services offered by ALLIANCE INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ALLIANCE INVESTMENT MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Jacob Lee Holtrop offer?
Jacob Lee Holtrop specializes in Investment Management, Retirement Planning. Contact their office in JENISON, Michigan for a consultation.
What are Jacob Lee Holtrop's credentials?
Jacob Lee Holtrop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Lee Holtrop located?
Jacob Lee Holtrop is based in JENISON, Michigan, working with ALLIANCE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the JENISON metropolitan area and surrounding communities.
How does Jacob Lee Holtrop charge for services?
Jacob Lee Holtrop's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANCE INVESTMENT MANAGEMENT, LLC?
ALLIANCE INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thor William Nelson
JENISON, MI

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