Long Beach, CA Office

The William Allan Corporation provides investment advisory services to individuals (including high‑net‑worth clients), trusts, non‑profits and corporate accounts. Services include discretionary asset management, financial planning and consulting, with fees generally charged as a percentage of assets under management and portfolios reviewed on a regular basis.

The firm uses fundamental analysis and a mix of long‑term, short‑term and trading strategies, and may employ options strategies and margin‑based borrowing in separately managed accounts as part of portfolio management. Portfolios are tailored to clients’ objectives and rebalanced at least quarterly, and the firm uses AI tools for operational and client‑service efficiencies while stating it does not rely on AI for investment selection.

Distinctive features include an affiliated accounting practice operated by the firm’s owner that can provide tax preparation and accounting services under separate engagement, a relationship the brochure notes may present a potential conflict of interest though clients are not required to use those services. The firm also manages over $200 million of discretionary assets with a small advisory team and explicitly discloses the use of borrowing in managed accounts—both attributes that are less common among similarly supported firms.