Professional Alliance Associates, LLC
Firm details
- Headquarters
- Madison, Connecticut
- CRD number
- 127149
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Professional Alliance Associates, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s principal advisory role is as a capital allocator and a selector of other advisers — it focuses on identifying and appointing third‑party managers rather than acting as a traditional discretionary manager with direct investment line items on its books. FINTRX flags the firm as not being an active ESG investor and not operating as a multi‑state adviser. Its stated fee structure is categorized as “other,” and the firm lists an accountant among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2John Shaw
MemberCRD 4671128
Robert Dimarco
OwnerCRD 4671136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, CT
New Haven
Location
Madison, CT
Headquartered in Madison, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 141 Durham Rd
- Time zone
- ET (UTC-5)
- Office locations
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