Alliancebernstein L.P
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Overview
Alliancebernstein L.P is located at 501 Commerce Street, Nashville, TN. The firm employs 829 financial advisors to manage client portfolios and provide financial guidance. Alliancebernstein L.P is not a registered broker-dealer.
Alliancebernstein L.P oversees $651.5 billion in assets under management across 62,140 accounts, of which 62,088 are discretionary and 52 are non-discretionary. Over the past year, the firm has provided financial planning services to 34,500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Alliancebernstein L.P includes asset-based, fixed, commission-based, and performance-based fees. The firm has 21,169 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, and commodity pool advisor.
Alliancebernstein L.P is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alliancebernstein L.P by the Numbers
$651.5 billion
4,565
62,140
$10.5 million
Products and Services
Alliancebernstein L.P offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. In the prior fiscal year, Alliancebernstein L.P provided financial planning services to 34500 of its customers. It is not involved in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely are based on the financial services offered. Fees charged by Alliancebernstein L.P likely consist of some combination of the following fee types: asset-based, fixed, commission-based, or performance-based. The firm does participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 1% of firms
Commissions
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Offered by 26% of firms
Performance-based
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Offered by 0% of firms
Subscription
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Offered by 32% of firms
Fixed
Types of Clients
The company works with a number of different clients. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, and corporations. Out of its 10 clients, Alliancebernstein L.P's largest client group by number of accounts is pooled investment vehicles, but it also serves 21169 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 82.86%
- Other Individuals - 0%
- Corporations - 9.78%
- Charitable Organizations - 7.36%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alliancebernstein L.P does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Alliancebernstein L.P
Seattle, WA
Los Angeles, CA
Los Angeles, CA
Stamford, CT
New York, NY
Boston, MA
Nashville, TN
Atlanta, GA
Washington, DC
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