4445 Willard Avenue
Suite 1100
Chevy Chase, Maryland 20815-3695
Tel: 301-232-5400
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.
SEC Current Status | Approved |
Firm CRD# | 157700 |
SEC# | 801-72413 |
Assets Managed by Firm | $2,883,399,572 |
No. of Clients | 168 |
No. of Advisors | 24 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 168 | $2,883,399,572 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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