ALLIANCE WEALTH MANAGEMENT GROUP, LLC
Adviser information for ALLIANCE WEALTH MANAGEMENT GROUP, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 13 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 5 |
Registered State Investment Advisers | 6 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,046 | $363.5M |
Non-Discretionary | 0 | $0 |
Total | 1,046 | $363.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 303 | $100.4M |
HNW Individuals | 99 | $263.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
23 ROYAL ROADSUITE 101
FLEMINGTON
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (908) 751 - 7090, Fax: None
Chief Compliance Officer
STEVEN M. FOX
MEMBER & COO
23 ROYAL ROAD
SUITE 101
FLEMINGTON
NJ
United States
Tel:
908-751-7093
S***@**************M
(Full email address available in API data)
Regulatory Contact
STEVEN LINDEN
MEMBER
23 ROYAL RD
SUITE 101
FLEMINGTON
NJ
United States
Tel:
908-751-7091
S******@**************M
(Full email address available in API data)
Industry Affiliates
ALLIANCE ACCOUNTING GROUP | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LINDEN, STEVEN, EDWARD | Individual | – | MEMBER | 09/2014 | 25-50% |
FOX, STEVEN, MATTHEW | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 09/2014 | 25-50% |
MCCABE, THOMAS | Individual | – | MEMBER | 09/2014 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 324K | 2K | – |
ALPHABET INC | CAP STK CL C | 717K | 4K | – |
AMAZON COM INC | COM | 809K | 4K | – |
APPLE INC | COM | 6M | 28K | – |
AT&T INC | COM | 516K | 27K | – |
BANK AMERICA CORP | COM | 395K | 10K | – |
CHEVRON CORP NEW | COM | 380K | 2K | – |
CISCO SYS INC | COM | 293K | 6K | – |
COCA COLA CONS INC | COM | 502K | 8K | – |
COLGATE PALMOLIVE CO | COM | 279K | 3K | – |
COSTCO WHSL CORP NEW | COM | 295K | 347 | – |
DIMENSIONAL ETF TRUST | US EQUITY ETF | 337K | 6K | – |
DISNEY WALT CO | COM | 231K | 2K | – |
HERSHEY CO | COM | 202K | 1K | – |
HOME DEPOT INC | COM | 247K | 717 | – |
INTERNATIONAL BUSINESS MACHS | COM | 359K | 2K | – |
INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 5M | 232K | – |
INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 4M | 235K | – |
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 351K | 2K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1M | 7K | – |
INVESCO QQQ TR | UNIT SER 1 | 942K | 2K | – |
ISHARES INC | CORE MSCI EMKT | 5M | 85K | – |
ISHARES TR | 0-5YR HI YL CP | 5M | 108K | – |
ISHARES TR | 1 3 YR TREAS BD | 376K | 5K | – |
ISHARES TR | CORE DIV GRWTH | 1M | 17K | – |
ISHARES TR | CORE MSCI EAFE | 6M | 88K | – |
ISHARES TR | CORE S&P MCP ETF | 4M | 70K | – |
ISHARES TR | CORE S&P SCP ETF | 4M | 36K | – |
ISHARES TR | CORE S&P TTL STK | 2M | 21K | – |
ISHARES TR | CORE S&P500 ETF | 18M | 34K | – |
ISHARES TR | CORE US AGGBD ET | 8M | 78K | – |
ISHARES TR | FLTG RATE NT ETF | 12M | 244K | – |
ISHARES TR | IBOXX HI YD ETF | 14M | 187K | – |
ISHARES TR | IBOXX INV CP ETF | 3M | 25K | – |
ISHARES TR | JPMORGAN USD EMG | 10M | 109K | – |
ISHARES TR | NATIONAL MUN ETF | 6M | 58K | – |
ISHARES TR | RUS 1000 GRW ETF | 2M | 7K | – |
ISHARES TR | RUS 1000 VAL ETF | 411K | 2K | – |
JOHNSON & JOHNSON | COM | 925K | 6K | – |
JPMORGAN CHASE & CO. | COM | 1M | 5K | – |
LAS VEGAS SANDS CORP | COM | 279K | 6K | – |
MATINAS BIOPHARMA HLDGS INC | COM | 299K | 2M | – |
MERCK & CO INC | COM | 1M | 9K | – |
META PLATFORMS INC | CL A | 608K | 1K | – |
MICROSOFT CORP | COM | 3M | 6K | – |
NEXTERA ENERGY INC | COM | 287K | 4K | – |
NVIDIA CORPORATION | COM | 912K | 7K | – |
ORACLE CORP | COM | 218K | 2K | – |
PIMCO ETF TR | INV GRD CRP BD | 9M | 92K | – |
PROCTER AND GAMBLE CO | COM | 224K | 1K | – |
PUBLIC SVC ENTERPRISE GRP IN | COM | 240K | 3K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 14M | 515K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 16M | 411K | – |
SCHWAB STRATEGIC TR | SHT TM US TRES | 1M | 22K | – |
SCHWAB STRATEGIC TR | US AGGREGATE B | 25M | 541K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 10M | 161K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 5M | 68K | – |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 3M | 25K | – |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 598K | 8K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 48M | 754K | – |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 10M | 132K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 9M | 194K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3M | 98K | – |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 4M | 100K | – |
SPDR S&P 500 ETF TR | TR UNIT | 452K | 830 | – |
SPDR SER TR | BLOOMBERG INVT | 23M | 732K | – |
SPDR SER TR | NUVEEN BLMBRG MU | 5M | 116K | – |
SPDR SER TR | PORTFOLI S&P1500 | 2M | 23K | – |
SPDR SER TR | PORTFOLIO AGRGTE | 8M | 307K | – |
SPDR SER TR | PORTFOLIO INTRMD | 3M | 95K | – |
SPDR SER TR | PORTFOLIO S&P400 | 2M | 39K | – |
SPDR SER TR | PORTFOLIO S&P500 | 10M | 153K | – |
SPDR SER TR | PORTFOLIO S&P600 | 2M | 44K | – |
SPDR SER TR | PORTFOLIO SHORT | 208K | 7K | – |
SPDR SER TR | PRTFLO S&P500 HI | 1M | 31K | – |
VANGUARD INDEX FDS | GROWTH ETF | 707K | 2K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 370K | 739 | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 749K | 3K | – |
VANGUARD INDEX FDS | VALUE ETF | 426K | 3K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 217K | 4K | – |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 287K | 3K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 509K | 3K | – |
VANGUARD WORLD FD | MEGA GRWTH IND | 218K | 695 | – |