Allison Street Advisors (Washington)

Allison Street Advisors is an adviser based in Washington. It manages $650 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002.

Allison Street Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allison Street Advisors: assets under management

The assets under management (AUM) of Allison Street Advisors is $650 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $650 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $650 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Allison Street Advisors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allison Street Advisors

Lenda Penn Washington has been acting as President since 1 Jan 2002. Michael Anthony Petrino joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lenda Penn Washington	President	1 Jan 2002	50% - 75%	1418519
Victor Antonio Canto	President	1 Jan 2002	50% - 75%	1619996
Michael Anthony Petrino	Vice president	1 Apr 2002	Other	2063072

Based in Washington

The principal office where Allison Street Advisors performs its advisory services is located at 1010 Vermont Ave Nw Suite 710, Washington, DC 20005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.