What departments does William Allan, Inc. have?

William Allan, Inc. has employees across 4 departments including Finance, Operations, Accounting, Business Development.

What is the largest department at William Allan, Inc.?

The largest department at William Allan, Inc. is Finance with 1 employees.

Where are William Allan, Inc. employees located globally?

William Allan, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has William Allan, Inc.'s team size changed over time?

William Allan, Inc.'s team has decreased from approximately 9 to 8 employees based on available data.

William Allan, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

William Allan, Inc. is a wealth management firm based in Long Beach, California, focused on delivering customized investment strategies and proactive tax planning for high-net-worth individuals, families, and business owners. The firm emphasizes alignment with client goals through a relationship-centered approach, combining portfolio management with in-house CPA expertise to aim for after-tax wealth preservation and long-term growth. With assets under management reported at over $200 million, the organization positions itself as a boutique advisory service that seeks to optimize tax efficiency and tailor solutions beyond standard asset allocation. The company operates within the financial services industry, serving a select client base from its Southern California location, and maintains a value proposition centered on trust, transparency, and sustained client engagement. A recent development notes the firm engaging in equity positions in notable companies, reflecting active investment activity as part of its advisory practice.

William Allan, Inc. Global Highlights

North America
12

United States Of America
12

William Allan, Inc.'s Leadership

M. C.
Chief Investment Officer
Mobile Phone
Email
J. C.
Director Of Operations
Mobile Phone
Email
M. C.
Senior Grant Accountant
Mobile Phone
Email
J. M.
Business Development
Mobile Phone
Email

William Allan, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Business Development
Accounting
Administrative
Other
Analytics

Contact profiles from William Allan, Inc.

Name

Title

Contact Info

Location

Last Update

M. C.
Chief Investment Officer
Mobile Phone
Email
United StatesMississippi
Jun 30, 2026
J. C.
Director Of Operations
Mobile Phone
Email
United StatesPennsylvania
Jun 30, 2026
M. C.
Senior Grant Accountant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. M.
Business Development
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is William Allan, Inc. known for?

William Allan, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 100 Oceangate Suite 1200 Long Beach, California United States; you can contact the main corporate office by phone at

+1-818-436-****

. Explore William Allan, Inc.'s company overview page for more information.

What is William Allan, Inc.'s most common email format?

William Allan, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more William Allan, Inc. email formats with LeadIQ.

How many employees does William Allan, Inc. have currently?

William Allan, Inc. has approximately 9 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are William Allan, Inc.'s key employees and leadership?

As of May 2026, William Allan, Inc.'s key employees include:

Chief Investment Officer: M. C.
Director Of Operations: J. C.
Senior Grant Accountant: M. C.
Business Development: J. M.

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William Allan, Inc. Employee Directory

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