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. The firm has been registered with the SEC since 2014 and presents itself as a capital allocator for individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation structures include percentage-of-assets, hourly fees and fixed fees. Alliance does not position itself as an active ESG investor.
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
- Exchange Traded Equities91%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$536M in ETFs
95%
$512M
<1%
$24.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $65.4M | 2,180,894 | 12.20% |
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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