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Alliant Financial Management, Inc. (Havre De Grace)


Alliant Financial Management, Inc. is an adviser based in Havre De Grace. It manages $32.69 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Maryland.

Alliant Financial Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and income tax planning & preparation. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Alliant Financial Management: assets under management

The assets under management (AUM) of Alliant Financial Management, Inc. is $32.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alliant Financial Management, Inc. for their services and products based on a percentage of assets under management and 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.

Based in Havre De Grace

The principal office where Alliant Financial Management, Inc. performs its advisory services is located at 307 Avatar Court, Havre De Grace, MD 21078 The mailing address of the firm is P.O. Box 124, Havre De Grace, MD 21078 0124. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-982-1538 or by fax 443-927-7384. The normal business hours are 9:00 a.m.-5:00p.m. on Monday - Friday.


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