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 classified as an institutional RIA that provides fee-based portfolio management to both individuals/families and institutional clients. The firm is SEC-registered as of 2025 and is owned by a combination of foreign and individual interests. Its advisory work covers discretionary and non-discretionary portfolio management for small businesses, individuals, and institutions. Alianza charges a percentage-of-AUM advisory fee and lists broker-dealer and trust company affiliations. The firm does not identify as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator.