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Building 2ALIANZA CORP. INVESTMENT ADVISOR

Map pinMIAMI, FL
Phone954-330-1741
NotebookSEC #801-132892
Total AUM
$204.1M
Employees
5
Clients
1,207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 SW 7TH ST
SUITE 1703
MIAMI
FL 33135
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
954-330-1741

ReceiptFinancials

Total AUM
$204.1M
Accounts
1,207
Discretionary
$41.5M
Accounts
1,042
Non-Discretionary
$162.6M
Accounts
165

ContactClients

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Individual Clients
1,107
AUM
$61.3M
HNW Individual Clients
9
AUM
$14.3M
Corporation or Business Clients
91
AUM
$128.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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