ALLIANCE ADVISORY & SECURITIES, LLC
SEC Form ADV profile.
Total regulatory AUM
$687,372,472
Discretionary
$392,526,364
Non-discretionary
$294,846,108
Firm details
- CRD number
- 18835
- SEC file number
- 801-67105
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 21
- SEC status
- Approved
- Website
- https://aewealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.