538 Biden Street
Suite 700
Scranton, Pennsylvania 18503
Tel: 570-961-1516
ALLIANCE WEALTH ADVISORS, LLC, formally registered with the SEC as ALLIANCE WEALTH ADVISORS, LLC. The firm was established in 06/06/2017. They have over 1 offices throughout the country.
ALLIANCE WEALTH ADVISORS, LLC is a Scranton, Pennsylvania based Financial Planning firm with nearly $425,304,845 assets under management, offering retirement planning & investment advisory services to 1383 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288394 |
SEC# | 801-110512 |
Assets Managed by Firm | $425,304,845 |
No. of Clients | 1383 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1383 | $425,304,845 |
Individuals (other than high net worth individuals) | 533 | $154,339,594 |
High net worth individuals | 51 | $205,677,473 |
Pension and profit sharing plans | 13 | $61,956,140 |
Corporations or other businesses | 4 | $3,331,638 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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