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Allison Spielman Advisors, LLC (Bellevue)


Allison Spielman Advisors, LLC is an adviser based in Bellevue. It manages $49.42 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Washington.

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Allison Spielman Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Allison Spielman Advisors: assets under management

The assets under management (AUM) of Allison Spielman Advisors, LLC is $49.42 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.95 million in discretionary accounts and $4.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $412.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $495.94 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allison Spielman Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellevue

The principal office where Allison Spielman Advisors, LLC performs its advisory services is located at 1380 112 Th Ave. Ne, Bellevue, WA 98004, 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 425-889-7848 or by fax 425-889-0828. The normal business hours are 8:00 to 5:30 on Monday - Friday. You can find more information about the New York firm at allisonspielman.com.


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