Alliance Wealth Management Group, LLC
Firm details
- Headquarters
- Flemington, New Jersey
- CRD number
- 169573
- Registered since
- January 8, 2014
- Website
- www.alliancewmg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.15%
- Individuals19.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Alliance Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm is owner-operated and positions itself as a capital allocator for individual and family clients. Its advisory offerings emphasize financial planning and portfolio management for individuals and small businesses, along with services for selecting other advisers and providing pension-related consulting. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Alliance is not identified as an active ESG investor and is not described as a multi-state adviser.
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
- Exchange Traded Equities91%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Steven Fox
Co-Founder & COOCRD 2632507
Contacts
3 of 6
Lino DeAngelis
Wealth AdvisorCRD 5085579
Hans Taenzer
Wealth AdvisorCRD 5300814
Thomas Mccabe
Co-FounderCRD 5353175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$568M in ETFs
96%
$542M
<1%
$25.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $65.4M | 2,222,715 | 11.52% |
Location
Flemington, NJ
Hunterdon
Location
Flemington, NJ
Headquartered in Flemington, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hunterdon
- Address
- 23 Royal Rd
- Time zone
- ET (UTC-5)
- Office locations
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