Advisor Alliance LLC
Firm details
- Headquarters
- Shepherdstown, West Virginia
- CRD number
- 289813
- Website
- advisoralliancellc.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Advisor Alliance LLC is organized as a limited liability company that operates as an institutional registered investment adviser. The firm is owned by an individual and describes itself as a capital allocator that focuses on selecting other advisers and external managers rather than running an in-house asset management platform. Its fee model is listed as "other," and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another firm. The SEC registration year is not provided. The firm's reported industry connections include accountants and law firms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Eric Lewis
FounderCRD 6865704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Shepherdstown, WV
Jefferson
Location
Shepherdstown, WV
Headquartered in Shepherdstown, WV, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Jefferson
- Address
- 120 N Princess St
- Time zone
- ET (UTC-5)
- Office locations
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