Alliance Wealth Advisors is an investment advisor in Centerville with $270.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821809109
SEC advisor number
801-121605
FINRA CRD number
314668
AUM ?
$270.87 mm
(as of 7 Jun 23)
Accounts
1,212
(as of 7 Jun 23)
Employees
14
(6 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Coles, Paul, Alfred | Owner/chief Executive Officer | 09/2009 | > 75% |
Hoxer, Scott, G | Chief Investment Officer/chief Compliance Officer | 03/2021 | 5-10% |
Coles, Benjamin, David | Chief Development Officer | 06/2018 | < 5% |
Page, Mason, Michael | Chief Operating Officer | 03/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22