The William Allan Corporation
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 133147
- SEC number
- 801-121683
- Firm type
- RIA
- Assets under management
- $204.4M as of Apr 23, 2026
- Website
- twitter.com/WILLIAMALLANLLC ↗
- Phone
- 800-677-5309
- Address
- 3711 John F Kennedy Pkwy., Fort Collins, CO, 80525
Advisors at this firm
7 in our index · page 1 of 1
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Jason Cyril CrawshawCRD 4183082 · Fort Collins, COIA Registered
-
Marcus Brendan CrawshawCRD 2803634 · Long Beach, CAIA Registered
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Melissa M GoingCRD 6015220 · Long Beach, CAIA Registered
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Larry L GurewitzCRD 5827294 · Long Beach, CAIA Registered
-
Andrew MoretineCRD 7320312 · Long Beach, CAIA Registered
-
Jyoti Amar MarshallCRD 7321245 · Oak Park, CAIA Registered
-
James Peter MontiCRD 7012282 · Long Beach, CAIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 133147 ↗
FINRA BrokerCheck record for firm CRD 133147 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.