Alianza Corp. Investment Advisor

RIASEC RegisteredEst. 2025

Total AUM

$204M

Discretionary

$41.5M

20% of AUM

Avg account

$169K

Accounts

1,207

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 323267
Registered since: May 30, 2025
Custodians: PERSHING LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses62.97%
Individuals30.03%
HNWI7%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Alianza Corp. Investment Advisor is a corporation that manages portfolios for both individual/family clients and institutional clients. The firm bills on a percentage-of-assets-under-management basis and is registered with the SEC (registration year listed as 2025). Its advisory scope is focused on discretionary and non-discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm reports owner types as a mix of a foreign entity and an individual and does not position itself as a capital allocator or pension consultant. Alianza is not flagged as an active ESG investor and lists broker-dealer and trust company affiliations.