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Alliance Wealth Management Group, LLC

● SEC registered since 2014CRD 169573SEC# 801-78935Flemington, NJ
Export (members)
Reg. AUM
$424.2M
Employees
13
Accounts
1,137
Location
Flemington, NJ

Alliance Wealth Management Group, LLC assets under management

Alliance Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Flemington, NJ. The firm has been registered since 2014. It reports $424.2 million in regulatory assets under management and employs 13 people.
www.alliancewmg.comView on SEC.gov ↗

Alliance Wealth Management Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Steven Edward Linden ControlMember50-75%2014
Steven Matthew Fox ControlMember & Chief Compliance Officer50-75%2014
Thomas McCabe ControlCeoUnder 5%2014

Frequently asked questions

How much does Alliance Wealth Management Group, LLC manage?

Alliance Wealth Management Group, LLC reports $424.2 million in regulatory assets under management on its Form ADV.

How many employees does Alliance Wealth Management Group, LLC have?

Alliance Wealth Management Group, LLC reports 13 employees.

Where is Alliance Wealth Management Group, LLC located?

Alliance Wealth Management Group, LLC is based in Flemington, NJ and has been SEC-registered since 2014.

Does Alliance Wealth Management Group, LLC disclose fund performance?

Alliance Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 Royal Road, Suite 101, Flemington, NJ 08822
Phone(908) 751-7090
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1623707
Discloses disciplinary historyNo

Assets under management

Discretionary$424.2M
Non-discretionary$0
Total (RAUM)$424.2M