M. E. ALLISON & CO., INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Texas, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	10
Registered Broker-Dealer Representatives	15
Registered State Investment Advisers	13
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	220	$91.5M
Non-Discretionary	47	$54.4M
Total	267	$145.9M

Clients

Type	Number	RAUM
Individuals	149	$8.5M
HNW Individuals	104	$87.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	14	$50.2M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)RETIREMENT PLAN CONSULTING SERVICES
Compensation	% of AUMHourly chargesTHIRD-PARTY FEE SHARING
Other Business Activities	Broker-dealerRegistered representative of a broker-dealerInsurance broker or agentRegistered municipal advisor

Identifiers

SEC RIA File Number	801-129805
SEC ERA File Number	801-129805
SEC CIK Numbers	None
SEC CRD Numbers	1047
Legal Entity Identifier	None

Principal Office

950 E. BASSE ROAD, 2ND FL.
SAN ANTONIO
TX
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic