What departments does William Allan, Inc. have?

William Allan, Inc. has employees across 3 departments including Accounting, Finance, Business Development.

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

The largest department at William Allan, Inc. is Accounting 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 remained stable from approximately 9 to 9 employees based on available data.

Learn more at LeadIQ.com

William Allan, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

William Allan, Inc. is a wealth management firm specializing in customized investment strategies and proactive tax planning for high-net-worth individuals, families, and business owners. With over $200 million in assets under management, we combine institutional-level portfolio management with in-house CPA expertise to maximize after-tax returns and preserve wealth across generations.

Our client relationships are built on trust, transparency, and a commitment to long-term success. We serve a select group of clients through a personalized, relationship-first approach that goes beyond traditional asset allocation — delivering strategic, tax-efficient solutions tailored to each client’s goals.

Find William Allan, Inc. employees' phone numbers or email addresses

William Allan, Inc. Global Highlights

North America
9

United States Of America
9

William Allan, Inc.'s Leadership

J. C.
Vice President
Mobile Phone
Email
M. C.
Senior Grant Accountant
Mobile Phone
Email
A. M.
Associate Financial Advisor
Mobile Phone
Email
J. M.
Business Development
Mobile Phone
Email

William Allan, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Business
Business Development
Accounting
Administrative
Other

Contact profiles from William Allan, Inc.

Name

Title

Contact Info

Location

Last Update

J. C.
Vice President
Mobile Phone
Email
United StatesPennsylvania
Oct 22, 2024
M. C.
Senior Grant Accountant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
A. M.
Associate Financial Advisor
Mobile Phone
Email
Nov 17, 2025
J. M.
Business Development
Mobile Phone
Email
Nov 17, 2025

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 April 2026. These team members are located across 1 continents, including North America.

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

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

Vice President: J. C.
Senior Grant Accountant: M. C.
Associate Financial Advisor: A. M.
Business Development: J. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.