Alianza Corp. Investment Advisor

RIASEC RegisteredEst. 2025
Total AUM
$204M
Discretionary
$41.5M
20% of AUM
Avg account
$169K
Accounts
1,207
Employees
5
Advisory reps
8

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 corporate, SEC-registered investment adviser (registration shown as 2025) that operates as an institutional RIA while serving both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary and non-discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. It does not operate as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Ownership is listed as a mix of foreign entity and individual, and the firm maintains industry linkages with a broker-dealer and a trust company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 30%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 17%, Investment Grade Corp Bonds 13%, Non-Investment Grade Corp Bonds 10%, Other 3%, US Government Bonds 1%, Private Funds 1%30%
  • Exchange Traded Equities30%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents17%
  • Investment Grade Corp Bonds13%
  • Non-Investment Grade Corp Bonds10%

Contacts

3 of 8
  • Carlos Gonzalez

    Carlos Gonzalez

    CCOCRD 4294205

  • Luz Botero Rengifo

    Luz Botero Rengifo

    Vice PresidentCRD 7702058

  • Luis Fandino

    PresidentCRD 7713361

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
175 Sw 7th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth