TrueAdvisor
TrueAdvisor
AJ
AJ

Allen Scott Garber, JR

William Blair & Company L.L.C.
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
William Blair & Company L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
340 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

150 North Riverside Plaza, Chicago, IL, 60606

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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.

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Employment History
Current Registrations
William Blair & Company L.L.C.
March 2019 - Present · 6 yrs 11 mos
William Blair
January 2019 - Present · 7 yrs 1 mo
William BlairBroker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Brown Advisory Securities, LLCBroker
October 2018 - January 2019 · 3 mos
State Registrations30 states
AZCACOCTDCDEFLGAILKYLAMAMDMIMOMTNCNHNMNVNYOHPARISCTNTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.