Jacob Lee Holtrop
Investment adviser representative at Alliance Investment Management, LLC
12 yearsExperience
2 statesRegistered in
$206.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Alliance Investment Management, LLCJan 2022 to now
- Alliance Investment Management, LLCSep 2014 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MI, WI).
Alliance Investment Management, LLC
$206.8MAssets managed
170Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6400059
- Firm CRD
- 152012