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THE ALLIANCE OF WEALTH ADVISORS, LLC
THE ALLIANCE OF WEALTH ADVISORS, LLC
APPLIED FINANCIAL WISDOM
HIGHLAND, Maryland
·
1 registered advisor
·
CRD# 164428
SEC# 801-88167
1
301-570-8006
01
Firm Overview
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE ALLIANCE OF WEALTH ADVISORS, LLC
1 registered advisor
Christopher Michael Ruspi
HIGHLAND, Maryland
CRD# 1934561
05
Office Locations
HIGHLAND, Maryland
1 advisor
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Data sourced from SEC Form ADV filings. THE ALLIANCE OF WEALTH ADVISORS, LLC (CRD# 164428) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.