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Co-Trustee · Alliance Investment Management, LLC

Jolene L. Holtrop

CRD 7802081 · Named on Form ADV at one SEC-registered adviser

At a glance

Alliance Investment Management, LLC, an SEC-registered wealth manager based in Jenison, MI with $207 million in regulatory assets, lists Jolene L. Holtrop on its Form ADV as Co-Trustee, a control person.

Firms and roles

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Jolene’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thor W. NelsonChief Compliance Officer, Alliance Investment Management, LLC
  • Lori A NelsonChief Financial Officer, Alliance Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jolene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.