Alianza Corp. Investment Advisor
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
FINTRXOverview
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
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 Equities30%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds13%
- Non-Investment Grade Corp Bonds10%
Contacts
3 of 8
Carlos Gonzalez
CCOCRD 4294205

Luz Botero Rengifo
Vice PresidentCRD 7702058
Luis Fandino
PresidentCRD 7713361
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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