ALLIANCE PARTNERS LLC
Total AUM
$1.9B
Employees
21Clients
104Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4445 WILLARD AVENUE
SUITE 1100
CHEVY CHASE
MD 20815-3695
United States
SUITE 1100
CHEVY CHASE
MD 20815-3695
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
301-232-5400
Other Offices
7
Financials
Total AUM
$1.9B
Accounts
107Discretionary
$439.9M
Accounts
3Non-Discretionary
$1.5B
Accounts
104
Clients
Banking Clients
104AUM
$1.9B
Services
Services Offered
EducationInstitutional Portfolio ManagementOther Services
Other Services
IDENTIFY AND REFER CREDIT ASSETS TO BANKING INSTITUTIONS.
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTFLLAMDNY
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.