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Jacob Lee Holtrop

ALLIANCE INVESTMENT MANAGEMENT, LLC·JENISON, Michigan
Clean recordALLIANCE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Lee Holtrop is a registered financial advisor based in JENISON, Michigan, affiliated with ALLIANCE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ALLIANCE INVESTMENT MANAGEMENT, LLC
ALLIANCE INVESTMENT MANAGEMENT, LLC
AUM
$163M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALLIANCE INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6400059
Firm CRD# 152012
View on FINRA BrokerCheck →

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05

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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Other Advisors at ALLIANCE INVESTMENT MANAGEMENT, LLC

Thor William Nelson
JENISON, MI
Jolene Lynelle Holtrop
JENISON, MI
Lori A Nelson
JENISON, MI

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