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.
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 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.
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.
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.
You can reach the main office by calling the phone number 843-987-1584. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.