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ALLIANCE WEALTH MANAGEMENT GROUP, LLC

23 Royal Road
Suite 101
Flemington, New Jersey 08822
Tel: (908) 751 - 7090

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About ALLIANCE WEALTH MANAGEMENT GROUP, LLC

ALLIANCE WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as ALLIANCE WEALTH MANAGEMENT GROUP, LLC. The firm was established in 01/08/2014. They have over 4 offices throughout the country.

ALLIANCE WEALTH MANAGEMENT GROUP, LLC is a Flemington, New Jersey based Financial Planning firm with nearly $363,463,767 assets under management, offering retirement planning & investment advisory services to 1046 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169573
SEC#801-78935
Assets Managed by Firm$363,463,767
No. of Clients1046
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1046$363,463,767
Individuals (other than high net worth individuals)303$100,402,501
High net worth individuals99$263,061,266

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