Alex Pan is a registered investment advisor at Alliant Retirement Consulting, based in New York City, NY, with 3 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 156 clients with $4.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101 Park Ave, New York City, NY, 10178
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alex works as an Account Executive at Alliant Insurance, an insurance agency, handling general administration. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Alliant Retirement Consulting
Previous Registrations
Icapital, LLC
State Registrations1 state
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