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Building 2ALLIANCE PARTNERS LLC

Map pinCHEVY CHASE, MD
Phone301-232-5400
NotebookSEC #801-72413
Total AUM
$1.9B
Employees
21
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4445 WILLARD AVENUE
SUITE 1100
CHEVY CHASE
MD 20815-3695
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
301-232-5400
Other Offices
7

ReceiptFinancials

Total AUM
$1.9B
Accounts
107
Discretionary
$439.9M
Accounts
3
Non-Discretionary
$1.5B
Accounts
104

ContactClients

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Banking Clients
104
AUM
$1.9B

Briefcase businessServices

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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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTFLLAMDNY

HandshakeAffiliates

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

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