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 operates as a limited liability company focused on investment advisory activities, particularly in the selection of other advisers. The firm is classified as unclassified and serves as a capital allocator, indicating a role in directing investments rather than managing them directly. While the firm is not an active ESG investor, it has established itself in the financial services landscape through its advisory capabilities.
Assets & Accounts
Public Holdings
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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