SEC Form ADV

ALLIANCE ADVISORY & SECURITIES, LLC

Firm profile: Alliance Advisory & Securities — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$687.4M
Assets Under Management
675
Total Clients
21
Employees
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Registration Details

Accession
crd-18835
Location
WESTLAKE VILLAGE, CA
Filing Date
September 17, 2026
AUM
$687.4M
Total Clients
675
Institutional Clients
12
Employees
21
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

ALLIANCE ADVISORY & SECURITIES, LLC is a registered investment adviser headquartered in WESTLAKE VILLAGE, CA, managing approximately $687.4M in assets across 675 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.