ALIYA CAPITAL PARTNERS LLC

1450 Brickell Ave
Suite 2600
Miami, Florida 33131
Tel: 305 831 4999

About ALIYA CAPITAL PARTNERS LLC

ALIYA CAPITAL PARTNERS LLC, formally registered with the SEC as ALIYA CAPITAL PARTNERS LLC. The firm was established in 01/06/2021. They have over 2 offices throughout the country.

ALIYA CAPITAL PARTNERS LLC is a Miami, Florida based Financial Planning firm with nearly $1,004,902,217 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305988
SEC#	801-120065
Assets Managed by Firm	$1,004,902,217
No. of Clients	133
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	133	$1,004,902,217
High net worth individuals	97	$197,566,057

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