Advisor Alliance LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Shepherdstown, West Virginia
CRD number
289813
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Advisor Alliance LLC is organized as a limited liability company that operates as an institutional registered investment adviser. The firm is owned by an individual and describes itself as a capital allocator that focuses on selecting other advisers and external managers rather than running an in-house asset management platform. Its fee model is listed as "other," and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another firm. The SEC registration year is not provided. The firm's reported industry connections include accountants and law firms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Eric Lewis

    Eric Lewis

    FounderCRD 6865704

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Shepherdstown, WV

Jefferson

Location

Shepherdstown, WV

Headquartered in Shepherdstown, WV, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Jefferson
Address
120 N Princess St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth