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William Allan Investment Advisors 

4000 Long Beach Blvd, Suite 202
Long Beach, California 90807
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William Allan Wealth Management is an investment advisory firm formed in 2004. Our only goal is to assist clients to achieve their investment goal(s) through the growth of their capital. Today, we work with clients, including individuals, businesses, trusts and non-profits. Financial professionals have many choices in how to operate their practice. From day one, we have run our practice with one overarching theme: Do what’s in the best interest of the client. To that, we are a fee-only, independent advisor who, manage/select our own investments. This approach perfectly aligns our interest with our client’s interest.


Contact

Marcus Crenshaw
800-677-5309
marcus.willallan@gmail.com