# Allison & Company Financial Counselors

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

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 129665
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129665

## About

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.

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Last updated: 2026-07-06T01:24:11.129Z

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