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THE INVESTMENT ADVISOR ALLIANCE LLC
THE INVESTMENT ADVISOR ALLIANCE LLC
ATLANTA, Georgia
·
2 registered advisors
·
CRD# 125185
SEC# 801-110633
1
800-241-5477
01
Firm Overview
AUM
$184M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: OTHER RIAS
03
Specialties
Investment Management
Wealth Management
04
Advisors at THE INVESTMENT ADVISOR ALLIANCE LLC
2 registered advisors
Emilie Esteban Sumera
ATLANTA, Georgia
CRD# 5706509
Marjorie Catherine Keeler
ORADELL, New Jersey
CRD# 5503342
05
Office Locations
ATLANTA, Georgia
1 advisor
ORADELL, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. THE INVESTMENT ADVISOR ALLIANCE LLC (CRD# 125185) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.