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Building 2ALLIANCE WEALTH MANAGEMENT GROUP, LLC

Map pinFLEMINGTON, NJ
Phone(908) 751-7090
NotebookSEC #801-78935
Total AUM
$517.4M
Employees
13
Clients
447

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 ROYAL ROAD
SUITE 101
FLEMINGTON
NJ 08822
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(908) 751-7090
Other Offices
5

ReceiptFinancials

Total AUM
$517.4M
Accounts
1,211
Discretionary
$517.4M
Accounts
1,211
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
310
AUM
$102.7M
HNW Individual Clients
137
AUM
$414.7M

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
AZCACOFLGALAMAMNNCNHNJNYPASCTNTX

HandshakeAffiliates

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

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