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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alianza Corp Investment Advisor
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| CRD # | 323267 |
| SEC # | 801-132892 |
| CIK # | |
| AUM | $108.9 M (2025-05-21) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 954-330-1741 |
| Address | 175 SW 7th St Miami, FL 33135 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 39.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 47 | 69.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 551 | 108.9 |
| By Discretionary | ||
| Discretionary | 424 | 18.9 |
| Non-Discretionary | 127 | 90.0 |
| Total | 551 | 108.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 104.5 | |
| United States Persons | 4.4 | |
| Total | 551 | 108.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ivanoff Wealth Management Inc
✚
|
CA | 0.1 |
|
Insight Wealth Strategies LP
✚
|
CA | 0.1 |
|
Davivienda Investment Advisor USA LLC
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|
FL | 0.1 |
|
Crescent City Retirement Group LLC
✚
|
LA | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Split Creek LLC
✚
|
0.1 | |
|
Skyliner Wealth LLC
✚
|
OR | 0.1 |
|
Harborview Asset Management LLC
✚
|
WA | 0.1 |
|
Treasure Investment Management LLC
✚
|
AZ | 0.1 |
|
Lifespring Wealth Management LLC
✚
|
0.1 |