LIBERTY LAKE, WACRD 7726Latest ADV February 5, 2026
Alliant Securities, Inc. Turner, Nord, Kienbaum is an SEC registered investment adviser organized as a corporation with a primary office location in Liberty Lake, WA.
Assets Under Management
$300M
Employees
9
Offices
--
Total Clients
711
Primary office
LIBERTY LAKE, WA
695 NORTH LEGACY RIDGE DRIVE SUITE 300, LIBERTY LAKE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.9% of total clients.
Top client categories% of clientsClients
1
Individuals
97.9%
696
2
HNWI
1.7%
12
3
Charitable
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of February 5, 2026
Discretionary78.3%
$235M
78% of total RAUM78.3%
Non-discretionary21.7%
$65M
22% of total RAUM21.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$300M
Total Accounts696
10Y AUM Change+$191M (+175.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee79:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.