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| Happy Holidays!! thanks for using AUM13F!! |
| Alliance Partners LLC
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|---|---|
| CRD # | 157700 |
| SEC # | 801-72413 |
| CIK # | 0001514224 |
| AUM | $2.2 B (2025-06-30) |
| Employees | 25 (76% Investors, 0% Brokers) |
| Phone | 301-232-5400 |
| Address | 4445 Willard Avenue Chevy Chase, MD 20815-3695 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 117 | 2.2 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 120 | 2.2 |
| By Discretionary | ||
| Discretionary | 3 | 0.4 |
| Non-Discretionary | 117 | 1.9 |
| Total | 120 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 120 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001514224] |
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2.6 | |
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2.1 | |
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Hauser Retirement Solutions 2 LLC
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OH | 1.2 |
|
CIM Investment Management Inc
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PA | 1.2 |
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TN | 1.1 |