ALLIANCE FINANCIAL
Firm details
- Headquarters
- WYOMISSING, Pennsylvania
- CRD number
- 319679
- Registered since
- May 18, 2022
- Custodians
- LPL FINANCIAL LLC, THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.24%
- HNWI45.62%
- Pension & Profit Sharing Plans3.03%
- Corporations / Businesses0.06%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Alliance Financial is an independent, SEC-registered registered investment adviser that operates as a corporation owned by an individual. The firm acts as a capital allocator and serves both individual and family clients as well as institutional accounts. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Contacts
3 of 5KEVIN FOX
Financial AdvisorCRD 4196238
Thomas Drexler
Wealth AdvisorCRD 6155574
JACQUELINE POWELL
Financial AdvisorCRD 1061375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$174M in ETFs
100%
$174M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US LARGECAP DIVIDEND FUND (DLN) | Wisdom Tree | Passive | Large Value | $28M | 313,429 | 16.07% |
Location
WYOMISSING, PA
BERKS
Location
WYOMISSING, PA
Headquartered in WYOMISSING, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BERKS
- Address
- 1105 Berkshire Blvd
- Time zone
- ET (UTC-5)
- Office locations
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