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Building 2ALLIANCE CONSULTING

Map pinRIDGELAND, MS
Phone601-957-9557
NotebookSEC #801-69017
Total AUM
$65M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 WOODLANDS PARKWAY
SUITE 209
RIDGELAND
MS 39157
USA
Operating Hours
8:15AM -5:00PM
Monday - Friday
Phone
601-957-9557

ReceiptFinancials

Total AUM
$65M
Accounts
210
Discretionary
$60M
Accounts
200
Non-Discretionary
$5M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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

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