Alison Ann Devries

15 Years of Experience

Broker

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth

Rockefeller Capital Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

336 advisors

Number of Clients

5,636 clients

Average Client Portfolio

$5.8M average

Assets Under Management

$32.6B

Fee Structure

Location

Hudsonville, MI

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alison serves as a board member for Georgetown Christian Preschool and Learning Center since November 2021. This activity is not investment-related and requires minimal time.