Alliance Partners LLC
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Overview
Alliance Partners LLC is a financial advisory company headquartered in Chevy Chase, Maryland. Alliance Partners LLC controls $2.9 billion in assets over 168 accounts, making it one of the biggest firms in the country by assets under management (AUM). Alliance Partners LLC has a small group, including 17 financial advisors. Alliance Partners LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, stocks and options.
Alliance Partners LLC manages three of its client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell choices without needing client consent. Alliance Partners LLC also oversees 165 non-discretionary accounts with a total of $2.3 billion in AUM. The investment advisory firm administers an average of $17.2 million in assets for each client account. The average advisor at Alliance Partners LLC manages around ten client accounts, placing it among the more individualized advisor firms in the country.
The firm's main office is located at 4445 Willard Avenue, Chevy Chase, Maryland 20815-3695. The firm is registered to serve clients throughout a number of states, including Connecticut, Florida, Louisiana, Maryland and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alliance Partners LLC by the Numbers
$2.9 billion
24
168
$17.2 million
Products and Services
Alliance Partners LLC offers multiple services, including portfolio management for institutional clients, educational seminars and other services. The company is involved in selling products or offering services other than investment advice to its clients. It is affiliated with a number of other companies in the financial services industry, including with a banking or thrift institution.
Core Advisor Services
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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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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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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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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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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. Fee types charged by the firm can be comprised of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Alliance Partners LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Alliance Partners LLC provides services to banking institutions. Out of its 168 clients, Alliance Partners LLC's largest client group by number of accounts is banking institutions. None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Alliance Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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