Allin Consulting Associates, Inc. (Spring Island)

Allin Consulting Associates, Inc. is a large advisory firm based in Spring Island. It manages $26.8 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of South Carolina.

Allin Consulting Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allin Consulting Associates: assets under management

The assets under management (AUM) of Allin Consulting Associates, Inc. is $26.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $26.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.98 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allin Consulting Associates, Inc. for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allin Consulting Associates, Inc.

Willam Bailey Allin has been acting as President since 1 Jul 2001. Karen S. Allin joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Willam Bailey Allin	President	1 Jul 2001	50% - 75%	4330357
Karen S. Allin	Vice president	1 Jul 2001	50% - 75%	4330365

Based in Spring Island

The principal office where Allin Consulting Associates, Inc. performs its advisory services is located at 6 Waterfall Lane, Spring Island, SC 29910, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.