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, SEC-registered registered investment adviser formed as an LLC and operating since 2017. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Its business mix includes advisory portfolio management and financial planning, supplemented by educational seminars and published newsletters. Alliance also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, fixed fees and commission-based arrangements. The firm is not identified as an active ESG investor and does not position itself as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Douglas Holcomb
Senior Vice PresidentCRD 1529587
Sean Dempsey
Relationship AssociateCRD 7390496
Michael Cordaro
Vice PresidentCRD 6573164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$161M in ETFs
62%
$99.3M
29%
$61.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $30.4M | 401,517 | 18.88% |
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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