1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALLIANCE WEALTH ADVISORS, LLC

Map pinSCRANTON, PA
Phone570-961-1516
NotebookSEC #801-110512
Total AUM
$601.1M
Employees
8
Clients
677

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
538 BIDEN STREET
SUITE 700
SCRANTON
PA 18503
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
570-961-1516

ReceiptFinancials

Total AUM
$601.1M
Accounts
677
Discretionary
$524.9M
Accounts
662
Non-Discretionary
$76.2M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
588
AUM
$210.8M
HNW Individual Clients
60
AUM
$280.9M
Pension/Profit Sharing Plan Clients
16
AUM
$80.8M
Corporation or Business Clients
13
AUM
$28.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANENJNYPATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account