23 Royal Road
Suite 101
Flemington, New Jersey 08822
Tel: (908) 751 - 7090
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169573 |
SEC# | 801-78935 |
Assets Managed by Firm | $363,463,767 |
No. of Clients | 1046 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1046 | $363,463,767 |
Individuals (other than high net worth individuals) | 303 | $100,402,501 |
High net worth individuals | 99 | $263,061,266 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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