Alliance Partners LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.9B

Discretionary

$440M

23% of AUM

Avg account

$18.2M

Accounts

107

Employees

21

Advisory reps

5

Firm details

Headquarters: Chevy Chase, Maryland
CRD number: 157700
Registered since: June 6, 2011
Website: www.bancalliance.com
Custodians: BANK OF AMERICA
Fee structure: Percentage of AUM, Other
Client types: Banking / Thrift Institutions100%
Services: Portfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Alliance Partners LLC is a bank-affiliated institutional RIA organized as an LLC and registered with the SEC since 2011. The firm specializes in serving institutional clients — primarily businesses and other institutions — and its advisory mandate includes portfolio management for those entities as well as educational seminars and workshops. It operates under a fee model that includes a percentage-of-AUM component and is not a capital allocator; it does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

1 of 1

Michael Housley
Chief Accounting OfficerCRD 6759404

Contacts

3 of 4

Vincent Twomey
Co-PresidentCRD 7244242
Derek Anderson
AdvisorCRD 2920811
Hugh O'connor
TreasurerCRD 6919909

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Chevy Chase, MD

Montgomery

Location

Chevy Chase, MD

Headquartered in Chevy Chase, MD, 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: Montgomery
Address: 4445 Willard Ave
Time zone: ET (UTC-5)
Office locations

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