Alliance Wealth Management is an investment advisor in Flemington with $356.17 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
471769702
SEC advisor number
801-78935
FINRA CRD number
169573
AUM ?
$363.46 mm
(as of 13 Mar 24)
Accounts
1,046
(as of 13 Mar 24)
Employees
13
(6 investment advisory or research)
Address
Alliance Wealth Management
23 ROYAL ROAD
SUITE 101
FLEMINGTON
NJ 08822
23 ROYAL ROAD
SUITE 101
FLEMINGTON
NJ 08822
Phone
908-751-7090
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21