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 |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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