Alliance Advisory & Securities

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

31248 Oak Crest Dr Ste 100, Westlake Vil...

Phone Number

(805) 371-8020

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
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1

About Alliance Advisory & Securities

Alliance Entrust specializes in kingdom-minded wealth management and investing, aimed at helping individuals and families align their finances with eternal purpose. They offer Gospel-centered financial planning and support clients in building, preserving, or passing on wealth while pursuing outcomes that glorify God. The company serves clients nationwide, with advisors located across the country and a home office in Westlake Village, California. Their mission emphasizes financial stewardship as a means to live with eternal purpose at every stage of life.Explore more
Alliance Advisory & Securities's Social MediaPopular SearchesAlliance Advisory & Securities IncAlliance Financial Group IncAlliance Advisory & Securities LLCAlliance Thousand OkAlliance Advisory & SecuritiesSIC Code 62,628NAICS Code 52,523Show more

Alliance Advisory & Securities Org Chart

PhoneEmail
JG
United States flag for contact location.

Chief Compliance Officer

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alliance Advisory & Secur...

$5.2M
11-50
Private
<$5M
1990
JG
Jeffrey GaraglianoChief Compliance Officer
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
2000
TS
Tim SullivanFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alliance Advisory & Securities is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Alliance Advisory & Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alliance Advisory & Securities.

Alliance Advisory & Securities financials insights

Gather financial insights about Alliance Advisory & Securities, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Alliance Advisory & Securities's Financials Insights

Alliance Advisory & Securities Tech Stack

A closer look at the technologies used by Alliance Advisory & Securities

Top Finance Companies

Frequently Asked Questions Regarding Alliance Advisory & Securities

What is Alliance Advisory & Securities's official website?
Alliance Advisory & Securities's official website is www.allianceadvisory.com
What is Alliance Advisory & Securities's Revenue?
Alliance Advisory & Securities's revenue is $5.2 Million
What is Alliance Advisory & Securities's SIC code?
Alliance Advisory & Securities's SIC: 62,628
What is Alliance Advisory & Securities's NAICS code?
Alliance Advisory & Securities's NAICS: 52,523
How many employees does Alliance Advisory & Securities have?
Alliance Advisory & Securities has 11-50 employees
What industry does Alliance Advisory & Securities belong to?
Alliance Advisory & Securities is in the industry of: Finance, Securities Trading
What is Alliance Advisory & Securities competition?
Alliance Advisory & Securities top competitors include: Ratcliff Financial Services, Stockade Wealth Management, Fulcrum Wealth Advisors, Wealth Advisory Services
What technology does Alliance Advisory & Securities use?
Some of the popular technologies that Alliance Advisory & Securities uses are: F5 Silverline DDoS Protection, Google Cloud Web Serving, Google Cloud Platform, Sectigo
How do I contact Alliance Advisory & Securities?
Alliance Advisory & Securities contact info: Phone number: (805) 371-8020 Website: www.allianceadvisory.com
What does Alliance Advisory & Securities do?

Alliance Entrust specializes in kingdom-minded wealth management and investing, aimed at helping individuals and families align their finances with eternal purpose. They offer Gospel-centered financial planning and support clients in building, preserving, or passing on wealth while pursuing outcomes that glorify God. The company serves clients nati... onwide, with advisors located across the country and a home office in Westlake Village, California. Their mission emphasizes financial stewardship as a means to live with eternal purpose at every stage of life.Read More

What are Alliance Advisory & Securities social media links?
Alliance Advisory & Securities Linkedin page
Is Alliance Advisory & Securities a public company?
Alliance Advisory & Securities is private company therefore does not currently have an official ticker symbol
See more information about Alliance Advisory & Securities

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