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ALLIANCE PARTNERS LLC

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

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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 $2,883,399,572 assets under management, offering retirement planning & investment advisory services to 168 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157700
SEC# 801-72413
Assets Managed by Firm $2,883,399,572
No. of Clients 168
No. of Advisors 24

Fee Structure

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

Advisory Services Provided

  • Portfolio Management for Business
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total168$2,883,399,572
Inquire with ALLIANCE PARTNERS LLC

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