THE WILLIAM ALLAN CORPORATION
C50
CRD 133147·SEC 801-121683·FORT COLLINS, CO
AUM
$204.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$613K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $134.2M
'23 · $170.6M
'25 · $185.2M
'26 · $204.4M
'22'26
$134.2M → $204.4M▲ +52%
Client mix
| Individuals Other | 161 |
| Individuals High Net Worth | 65 |
| Corporations | 12 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 3 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'22'26
3 advisors → 2 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.