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ALLIANCE WEALTH ADVISORS, LLC

538 Biden Street
Suite 700
Scranton, Pennsylvania 18503
Tel: 570-961-1516

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About ALLIANCE WEALTH ADVISORS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#288394
SEC#801-110512
Assets Managed by Firm$425,304,845
No. of Clients1383
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1383$425,304,845
Individuals (other than high net worth individuals)533$154,339,594
High net worth individuals51$205,677,473
Pension and profit sharing plans13$61,956,140
Corporations or other businesses4$3,331,638

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