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S.R. Allison, Ltd. Employee Directory

Financial ServicesTexas, United States2-10 Employees

S.R. Allison, Ltd. is a financial services consulting firm based in Fort Worth, Texas, focusing on succession planning through employee stock ownership plans (ESOPs). The company positions itself as a specialist advisor in structuring and implementing ESOP-based transitions for business owners and organizations, providing guidance intended to manage fiduciary risk and ensure plan integrity. As the parent company of True Freedom 401K, S.R. Allison also offers organizational consulting to help employers identify conflicts of interest within retirement plans and to support fiduciary compliance. The firm operates within the financial services industry, serving a niche market that seeks professional oversight and risk mitigation related to retirement plan administration and succession strategies.

Find S.R. Allison, Ltd. employees' phone numbers or email addresses

S.R. Allison, Ltd. Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

S.R. Allison, Ltd.'s Leadership

  • Stylized image of a person
    D. C.
    Managing Partner
    Mobile Phone

S.R. Allison, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from S.R. Allison, Ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. C.
    Managing Partner
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is S.R. Allison, Ltd. known for?

Minus sign iconPlus sign iconS.R. Allison, Ltd. was founded in 1988 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-817-485-****
. Explore S.R. Allison, Ltd.'s company overview page for more information.

What is S.R. Allison, Ltd.'s most common email format?

Minus sign iconPlus sign iconS.R. Allison, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more S.R. Allison, Ltd. email formats with LeadIQ.

How many employees does S.R. Allison, Ltd. have currently?

Minus sign iconPlus sign iconS.R. Allison, Ltd. has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are S.R. Allison, Ltd.'s key employees and leadership?

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As of August 2026, S.R. Allison, Ltd.'s key employees include:

  • Managing Partner: D. C.

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