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ALLIANCE FINANCIAL
1105 Berkshire Blvd. Ste 120,
Wyomissing, Pennsylvania 19610
Tel: 610-376-5981
About ALLIANCE FINANCIAL
ALLIANCE FINANCIAL, formally registered with the SEC as ALLIANCE FINANCIAL. The firm was established in 05/18/2022. They have over 3 offices throughout the country.
ALLIANCE FINANCIAL is a Wyomissing, Pennsylvania based Financial Planning firm with nearly $232,327,208 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319679 |
| SEC# | 801-125698 |
| Assets Managed by Firm | $232,327,208 |
| No. of Clients | 945 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 945 | $232,327,208 |
| Individuals (other than high net worth individuals) | 526 | $124,553,181 |
| High net worth individuals | 107 | $89,540,325 |
| Pension and profit sharing plans | 11 | $17,937,392 |
| Charitable organizations | 1 | $194,738 |
| Corporations or other businesses | 1 | $101,572 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
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| $194,796,322,013 | 93301 | 411 |
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