ALLIANCE WEALTH ADVISORS, LLC
Firm details
- Headquarters
- SCRANTON, Pennsylvania
- CRD number
- 288394
- Registered since
- June 6, 2017
- Website
- alliancewealthadvisors.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI46.73%
- Individuals35.06%
- Pension & Profit Sharing Plans13.44%
- Corporations / Businesses4.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alliance Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm is individually owned and serves both individual/family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, plus client education through newsletters and seminars. Alliance also operates as an insurance broker and charges clients through a mix of percentage-of-AUM fees, fixed fees and commission-based arrangements. The firm is not identified as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.
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
- Public Funds/Mutual Funds72%
- Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- Derivatives1%
Contacts
3 of 6DOUGLAS HOLCOMB
Senior Vice PresidentCRD 1529587
Sean Dempsey
Relationship AssociateCRD 7390496
MICHAEL CORDARO
Vice PresidentCRD 6573164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$130M in ETFs
67%
$86.7M
34%
$43.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $27.3M | 389,615 | 20.98% |
Location
SCRANTON, PA
LACKAWANNA
Location
SCRANTON, PA
Headquartered in SCRANTON, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LACKAWANNA
- Address
- 538 Biden St
- Time zone
- ET (UTC-5)
- Office locations
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