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ALLIANCE PARTNERS LLC
ALLIANCE PARTNERS LLC
CHEVY CHASE, Maryland
·
15 registered advisors
·
CRD# 157700
SEC# 801-72413
6
301-232-5400
01
Firm Overview
AUM
$2.6B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
15
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
Other: ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS
03
Specialties
Wealth Management
04
Advisors at ALLIANCE PARTNERS LLC
15 registered advisors
Amy Elizabeth Wierenga
CHEVY CHASE, Maryland
CRD# 5296282
Avi Korn
CHEVY CHASE, Maryland
CRD# 4282591
Bradley Scott Schwartz
CHEVY CHASE, Maryland
CRD# 1875672
Donald Frank Cole
CHEVY CHASE, Maryland
CRD# 6021727
Hugh Michael O'connor
CHEVY CHASE, Maryland
CRD# 6919909
James Brian Graham
CHEVY CHASE, Maryland
CRD# 6021724
Jason Marshall Fish
CHEVY CHASE, Maryland
CRD# 1028662
John Kevin Delaney
CHEVY CHASE, Maryland
CRD# 5923872
Justin Clifford Wilson
CHEVY CHASE, Maryland
CRD# 5690123
Kori Ogrosky
CHEVY CHASE, Maryland
CRD# 7599736
Lori Heller Bettinger
CHEVY CHASE, Maryland
CRD# 7244241
Michael Andrew Housley
CHEVY CHASE, Maryland
CRD# 6759404
Steven Alan Museles
CHEVY CHASE, Maryland
CRD# 6281478
Vincent Twomey
CHEVY CHASE, Maryland
CRD# 7244242
Yi Shu
CHEVY CHASE, Maryland
CRD# 5147049
05
Office Locations
CHEVY CHASE, Maryland
15 advisors
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Data sourced from SEC Form ADV filings. ALLIANCE PARTNERS LLC (CRD# 157700) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.