Alianza Corp. Investment Advisor

RIASEC & State Registered
Total AUM
$204M
Discretionary
$41.5M
20% of AUM
Avg account
$169K
Accounts
1,207
Employees
5
Advisory reps
8

Firm details

Headquarters
Miami, Florida
CRD number
323267
Registered since
May 30, 2025
Custodians
PERSHING LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses62.97%
  • Individuals30.03%
  • HNWI7%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alianza Corp. Investment Advisor is a corporate, institutional-registered adviser based in Florida that provides portfolio management for both individual/family clients and institutional entities. The firm is registered with the SEC (registered in 2025) and charges fees based on a percentage of assets under management. Its advisory work covers discretionary and non-discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. Regulatory and business relationships include affiliations with a broker-dealer and a trust company. The firm is not characterized as an active ESG investor and is not structured as a multi-state adviser; ownership is listed as a mix of a foreign entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 30%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 17%, Investment Grade Corp Bonds 13%, Non-Investment Grade Corp Bonds 10%, Other 3%, US Government Bonds 1%, Private Funds 1%30%
  • Exchange Traded Equities30%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents17%
  • Investment Grade Corp Bonds13%
  • Non-Investment Grade Corp Bonds10%

Owners & executives

1 of 1
  • Carlos Gonzalez

    Carlos Gonzalez

    Interim Chief Compliance OfficerCRD 4294205

Contacts

3 of 7
  • Luz Botero Rengifo

    Luz Botero Rengifo

    Vice PresidentCRD 7702058

  • Luis Fandino

    PresidentCRD 7713361

  • Franco Huesca Perez

    Franco Huesca Perez

    Investment AdvisorCRD 8152919

Unlock 4 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
175 Sw 7th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth