Alic Investment Advisors, Inc. is a large advisory firm based in Atlanta. It manages $53.87 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Alic Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alic Investment Advisors, Inc. is $53.87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Alic Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Lee Brown has been acting as President since 1 Mar 2004. Kenneth Richard Holley has served as the Chief Investment Officer since 1 Jan 2002. Randell Alfredine Cain joined the executive team most recently as the Portfolio Manager/Analyst.
The principal office where Alic Investment Advisors, Inc. performs its advisory services is located at Herndon Plaza, Atlanta, GA 30303, 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 404-232-8800 or by fax 404-232-8815. The normal business hours are 8:30m-5:30pm on Monday - Friday. You can find more information about the New York firm at www.buildingourwealth.com.