Alliance Wealth Management Group LLC

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Assets, Funds, Holdings

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Alliance Wealth Management Group LLC
CRD #169573
SEC #801-78935
CIK #0001623707
AUM $363.5 MM (2024-03-13)
Employees 13 (46% Investors, 38% Brokers)
Phone908-751-7090
Address23 Royal Road
Flemington, NJ 08822
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 5.9
SPEM 3.7
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002016201920222025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001623707]
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