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ALLIANT RETIREMENT SERVICES

Business and Investment Profile

The ALLIANT RETIREMENT SERVICES is a privately held investment adviser that advises $7.96Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ALLIANT RETIREMENT SERVICES is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 7.72% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 13.07 years and is comprised of 2 filing and 0 relying advisers. They operate out of 37 office locations with their Headquarters at 565 E. SWEDESFORD ROAD SUITE 100, WAYNE, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 132 employees comprised of 106 investment and 26 non-investment staff. The total number of Employees increased by 76% over the last 5-years.

Asset Profile

Their $7.96Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 216 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $7.29Bn or 91.5% of Total Assets and Individuals own $508.57mn or 6.39% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ALLIANT RETIREMENT SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ALLIANT RETIREMENT SERVICES

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Generated 2026-09-12T06:48:10.0590571.  © 2026 Convergence.