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M. E. ALLISON & CO., INC.
M. E. ALLISON & CO., INC.
SAN ANTONIO, Texas
·
3 registered advisors
·
CRD# 1047
SEC# 801-129805
1
210-930-4000
01
Firm Overview
AUM
$146M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Other: THIRD-PARTY FEE SHARING
03
Specialties
Financial Planning
Investment Management
04
Advisors at M. E. ALLISON & CO., INC.
3 registered advisors
Charles Bennett Allison
SAN ANTONIO, Texas
CFP
CRD# 4615330
Christopher Rumsey Allison
SAN ANTONIO, Texas
CFP
CRD# 2278380
Linde Allen Murphy
SAN ANTONIO, Texas
CRD# 4049529
05
Office Locations
SAN ANTONIO, Texas
3 advisors
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Data sourced from SEC Form ADV filings. M. E. ALLISON & CO., INC. (CRD# 1047) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.