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Building 2ALLIANCE FINANCIAL

Map pinWYOMISSING, PA
Phone610-376-5981
NotebookSEC #801-125698
Total AUM
$271.8M
Employees
6
Clients
656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1105 BERKSHIRE BLVD. STE 120,
WYOMISSING
PA 19610
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
610-376-5981
Other Offices
2

ReceiptFinancials

Total AUM
$271.8M
Accounts
1,006
Discretionary
$271.8M
Accounts
1,006
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
528
AUM
$139.3M
HNW Individual Clients
124
AUM
$124M
Pension/Profit Sharing Plan Clients
2
AUM
$8.2M
Charitable Organization Clients
1
AUM
$142.5K
Corporation or Business Clients
1
AUM
$153.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANEPASC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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