Alliance Wealth Advisors, LLC
Firm details
- Headquarters
- Scranton, Pennsylvania
- CRD number
- 288394
- Registered since
- June 6, 2017
- Website
- alliancewealthadvisors.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI46.73%
- Individuals35.06%
- Pension & Profit Sharing Plans13.44%
- Corporations / Businesses4.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alliance Wealth Advisors, LLC is an independent, privately owned RIA organized as an LLC and registered with the SEC in 2017. The firm serves both individual and family clients as well as institutional relationships. Its service mix combines advisory work — financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and educational seminars — with insurance brokerage capabilities. Fee arrangements include percentage-of-AUM billing, fixed fees, and commission-based products. The firm does not act as a direct capital allocator and is not identified as an active ESG investor.
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 Funds72%
- Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Derivatives1%
Contacts
3 of 6
Christopher Ross
Managing Partner, Wealth AdvisorCRD 4846792
Jude Mcdonough
Senior Vice PresidentCRD 4944480
Perry Rose
Senior Wealth AdvisorCRD 1486978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$161M in ETFs
61%
$97.8M
28%
$62.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $30.8M | 408,453 | 19.18% |
Location
Scranton, PA
Lackawanna
Location
Scranton, PA
Headquartered in Scranton, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lackawanna
- Address
- 538 Biden St
- Time zone
- ET (UTC-5)
- Office locations
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