ALLIANCE ADVISORY & SECURITIES, LLC

31248 E. Oak Crest Drive Ste 100
Westlake Village, California 91361
Tel: 805-371-8020

About ALLIANCE ADVISORY & SECURITIES, LLC

ALLIANCE ADVISORY & SECURITIES, LLC, formally registered with the SEC as ALLIANCE ADVISORY & SECURITIES, LLC. The firm was established in 09/05/2006. They have over 7 offices throughout the country.

ALLIANCE ADVISORY & SECURITIES, LLC is a Westlake Village, California based Financial Planning firm with nearly $608,366,297 assets under management, offering retirement planning & investment advisory services to 2604 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	18835
SEC#	801-67105
Assets Managed by Firm	$608,366,297
No. of Clients	2604
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2604	$608,366,297
Individuals (other than high net worth individuals)	417	$117,639,791
High net worth individuals	268	$480,537,082
Charitable organizations	11	$4,211,852

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