# William Allan

William Allan is a Bank / Wealth / Trust based in Fort Collins, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Collins, United States
- **Region:** North America
- **Address:** Long Beach, CA, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** willallan.com
- **LinkedIn:** https://www.linkedin.com/company/william-allan-inc

## Regulatory record

- **CRD number:** 133147
- **SEC file number:** 801-121683
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133147

## About

Founded in 2004 and based in Long Beach, California, William Allan operates as a registered investment advisor providing portfolio management and financial planning services. The firm's client base includes individuals, high-net-worth families, trusts, non-profit organizations, and corporate accounts, positioning it as a classic regional wealth manager rather than a multi-family office aggregator or institutional platform. The firm offers asset management and advisory services that span traditional public-market portfolio construction, though it does not publicize a specific strategic asset allocation or private-investment program. Its regulatory filings confirm a discretionary advisory model, which typically places client capital across individual equities, bonds, and pooled investment vehicles. Without a visible track record of direct co-investments, venture stakes, or real-property acquisitions, William Allan's deployment reflects a conservative, relationship-driven RIA rather than an alternatives-heavy institutional allocator. The firm maintains a single office in Long Beach, with no additional locations or affiliated philanthropic entities identified in the public record. Its plain-vanilla structure — no separate family office brand, no venture arm, no club-deal platform — keeps it squarely in the wealth-management category. William Allan's structural differentiator is its absence of institutional ambition. Unlike RIAs that aggregate into roll-up platforms or launch private-funds businesses, the firm has remained a single-office, advisory-only practice for two decades.

## Questions

### Is William Allan affiliated with any larger financial institution or roll-up platform?

No. William Allan operates as an independent RIA from a single office in Long Beach. There is no record of acquisition by a consolidator, no affiliation with a broker-dealer or bank, and no publicly identified parent entity. The firm has maintained its standalone structure since 2004.

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Last updated: 2026-08-11T02:43:31.692Z

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