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Alliance Wealth Management Group LLC
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CRD # | 169573 |
SEC # | 801-78935 |
CIK # | 0001623707 |
AUM | $363.5 MM (2024-03-13) |
Employees | 13 (46% Investors, 38% Brokers) |
Phone | 908-751-7090 |
Address | 23 Royal Road Flemington, NJ 08822 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 5.9 | |
SPEM | 3.7 | ||
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 303 | 100.4 |
(b) Individuals (high net worth individuals) | 99 | 263.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(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 | 1,046 | 363.5 |
By Discretionary | ||
Discretionary | 1,046 | 363.5 |
Non-Discretionary | 0 | 0.0 |
Total | 1,046 | 363.5 |
By Non-United States Persons | ||
Non-United States Persons | 1.7 | |
United States Persons | 361.8 | |
Total | 1,046 | 363.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001623707] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Certior Financial Group LLC
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|
PA | 0.4 |
Physicians Financial Services Inc
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|
NC | 0.4 |
Strategic Advocates LLC
✚
|
UT | 0.4 |
Aurora Private Wealth Inc
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|
NJ | 0.4 |
Comprehensive Financial Planning Inc
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|
PA | 0.4 |
Capshift Advisors LLC
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|
MA | 0.4 |
Roth Financial Partners LLC
✚
|
TX | 0.4 |
Truvestments Capital LLC
✚
|
FL | 0.4 |
Inlight Wealth Management LLC
✚
|
GA | 0.4 |
Pavion Blue Capital LLC
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|
CA | 0.4 |