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| Alliance Wealth Strategies LLC
✚
| |
|---|---|
| CRD # | 173559 |
| SEC # | 801-117391 |
| CIK # | |
| AUM | $272.2 MM (2024-08-27) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 434-948-9000 |
| Address | 828 Main Street Lynchburg, VA 24504 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 29.3 |
| (b) Individuals (high net worth individuals) | 67 | 215.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 5.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 21.3 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 272.2 |
| By Discretionary | ||
| Discretionary | 520 | 272.0 |
| Non-Discretionary | 2 | 0.2 |
| Total | 522 | 272.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.2 | |
| Total | 522 | 272.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Pro Advisors Inc
✚
|
FL | 0.3 |
|
Cosner Financial Group LLC
✚
|
CO | 0.3 |
|
Owen Larue LLC
✚
|
KY | 0.3 |
|
Brooklyn Investment Group LLC
✚
|
NY | 0.3 |
|
Altamont Capital Management LLC
✚
|
NC | 0.3 |
|
Accent Capital Management LLC
✚
|
OH | 0.3 |
|
Jackson Creek Investment Advisors LLC
✚
|
CO | 0.3 |
|
Warrington Asset Management LLC
✚
|
TX | 0.3 |
|
Douglas Capital Management Inc
✚
|
FL | 0.3 |
|
Financial Arcitects Inc
✚
|
MI | 0.3 |