Updated:Jul 6, 2026

Allison & Company Financial Counselors

Allison & Company Financial Counselors, LLC is a state-registered investment adviser in Milwaukee, WI. The firm manages $52 million in assets, $49 million on a...

Allison & Company Financial Counselors

Allison & Company Financial Counselors, LLC is a state-registered investment adviser in Milwaukee, WI. The firm manages $52 million in assets, $49 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

What is Allison & Company Financial Counselors?

Allison & Company Financial Counselors is a ria based in United States.

Where is Allison & Company Financial Counselors headquartered?

Allison & Company Financial Counselors is headquartered in United States, in the North America region.

What does Altss track for Allison & Company Financial Counselors?

Altss maintains an OSINT-verified profile of Allison & Company Financial Counselors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Allison & Company Financial Counselors?

Allison & Company Financial Counselors is classified by Altss as a RIA, operating from United States within the North America region.

How does Altss source intelligence on Allison & Company Financial Counselors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Allison & Company Financial Counselors's Altss profile last updated?

Allison & Company Financial Counselors's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.