Alianza Corp. Investment Advisor

RIASEC Registered

Total AUM

$204M

Discretionary

$41.5M

20% of AUM

Avg account

$169K

Accounts

1,207

Employees

Advisory reps

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 RIA that provides portfolio management to both individuals/families and businesses or institutions. The firm is registered with the SEC (registered in 2025) and is also registered in Florida. Ownership is listed as a mix of a foreign entity and an individual. Compensation is charged as a percentage of assets under management. Its advisory work centers on discretionary and non‑discretionary portfolio management for smaller private clients as well as institutional/business accounts. The firm does not identify itself as an active ESG investor.