Western Alliance Investment Management, Inc. is a large advisory firm based in Phoenix. It manages $652.51 million of regulatory assets for 994 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 3 other states.
Western Alliance Investment Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Western Alliance Investment Management, Inc. is $652.51 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Western Alliance Investment Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Gary Sarver has been acting as President since 1 Mar 2004. Western Alliance Bancorporation joined the executive team most recently as the Parent Company.
The principal office where Western Alliance Investment Management, Inc. performs its advisory services is located at 3131 E. Camelback Road, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 602-468-1232 or by fax 602-468-1054. The normal business hours are 8 am to 5 pm arizona time on Monday - Friday. You can find more information about the New York firm at www.miller-russell.com.