Lino
Deangelis

Alliance Wealth Management Group, LLC

CRD#5085579
Investment Advisor
in Flemington, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lino Deangelis is a financial advisor based in Flemington, New Jersey, working with Alliance Wealth Management Group, LLC. Lino has previously held positions at Global Investment Management, LLC and Alliance Wealth Management Group, LLC. Lino is registered to provide services in New Jersey. Currently, Lino is part of Alliance Wealth Management Group, LLC, which operates out of Flemington, New Jersey. The firm has 3 offices and 13 employees. The firm manages assets totaling $363.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Alliance Wealth Management Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23 Royal Road Suite 101
Flemington, NJ 08822

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alliance Wealth Management Group, LLC Brokerage Details

Total Assets Under Management

$363,463,767

NJ Average: $10,121,009,343
Total Number of Employees

13

NJ Average: 92
Total Number of Accounts

1,046

NJ Average: 6,978
Average Account Size

$347,480

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Lino Deangelis Work History

2021 - Present (3 years)

Alliance Wealth Management Group, LLC

2010 - 2021 (11 years)

Global Investment Management, LLC

Disclosures

Please visit the SEC profile of Lino Deangelis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliance Wealth Management Group, LLC

Desi Dimaio
Flemington, NJ
Thomas Mccabe
Flemington, NJ
Johnathon Rosica
Flemington, NJ
Lino Deangelis
Flemington, NJ
Hans Taenzer
Roseland, NJ
Steven Linden
Flemington, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started