ALLIANCE PARTNERS LLC

4445 Willard Avenue
Suite 1100
Chevy Chase, Maryland 20815-3695
Tel: 301-232-5400

About ALLIANCE PARTNERS LLC

ALLIANCE PARTNERS LLC, formally registered with the SEC as ALLIANCE PARTNERS LLC. The firm was established in 06/06/2011. They have over 7 offices throughout the country.

ALLIANCE PARTNERS LLC is a Chevy Chase, Maryland based Financial Planning firm with nearly $2,589,069,260 assets under management, offering retirement planning & investment advisory services to 131 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157700
SEC#	801-72413
Assets Managed by Firm	$2,589,069,260
No. of Clients	131
No. of Advisors	23

Fee Structure

A percentage of AUM
Other (ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS)

Advisory Services Provided

Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (IDENTIFY AND REFER CREDIT ASSETS TO BANKING INSTITUTIONS.)

Firm Client Information

	No. of Clients	AUM
Firm Total	131	$2,589,069,260

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