Logan Allan
Investment adviser representative at Main Management, LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Main Management, LLCJul 2026 to now
- Alliance Trust Company of Nevada LLCAug 2024 to Jun 2026
- UnemployedMay 2024 to Aug 2024
- Trek BicyclesFeb 2024 to May 2024
- ScheelsJul 2022 to Feb 2024
- Churrasco's Brazilian SteakhouseAug 2020 to Jul 2022
- UnemployedJul 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Main Management, LLC
$1.9BAssets managed
253Clients
25Advisers
24 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
- 8311935
- Firm CRD
- 120361