Supreme Alliance LLC
Firm details
- Headquarters
- Charlotte,
- CRD number
- 45348
- Registered since
- January 23, 2017
- Website
- www.supremealliancellc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- Individuals85.23%
- HNWI14.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Supreme Alliance LLC is an independent broker-dealer and insurance broker organized as an LLC. The firm has been SEC-registered since 2017 and operates across multiple states. It positions itself as a multi-service wealth provider for individuals and families, combining brokerage and advisory activity with insurance distribution. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Supreme Alliance uses a mixed fee model — percentage of AUM, hourly and fixed fees, commissions and other arrangements — and identifies itself as a capital allocator that places client capital with third-party managers when appropriate. The firm is not an active ESG investor.
Assets & Accounts
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 Funds73%
- Cash & Cash Equivalents14%
- State & Local Bonds8%
- Exchange Traded Equities5%
Contacts
3 of 44Sang Walker
TeacherCRD 4415858

Sarah Robinson
Registered RepresentativeCRD 4443947
Michael Jones
OwnerCRD 3248874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, null
Location
Charlotte, null
Headquartered in Charlotte, null.
- Office locations
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