Alliance Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

13155 Noel Rd Ste 900, Dallas, Texas, 75...

Phone Number

(888) 852-5412

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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1

About Alliance Wealth Management

Alliance Wealth Management, LLC, established in 2009, specializes in global investment management, wills and trusts, estate planning, and private wealth management. The firm operates as a fee-only Registered Investment Advisor, prioritizing clients' interests and providing a comprehensive approach to wealth management. They focus on understanding clients' goals and developing tailored strategies to navigate challenges and identify opportunities. With a commitment to serving a select few families, they aim to make a significant impact in their clients' financial lives.Explore more
Popular SearchesAlliance Wealth Management LLCWealth Management OrganizationSIC Code 62,628NAICS Code 52,523Show more

Alliance Wealth Management Org Chart

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SC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alliance Wealth Managemen...

<$5M
1-10
Private
-
2009
SC
Shannon CarsonPresident & Founder
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Alliance Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Alliance Wealth Management Tech Stack

A closer look at the technologies used by Alliance Wealth Management

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Frequently Asked Questions Regarding Alliance Wealth Management

What is Alliance Wealth Management's official website?
Alliance Wealth Management's official website is www.alliance-wealth.us
What is Alliance Wealth Management's Revenue?
Alliance Wealth Management's revenue is <$5 Million
What is Alliance Wealth Management's SIC code?
Alliance Wealth Management's SIC: 62,628
What is Alliance Wealth Management's NAICS code?
Alliance Wealth Management's NAICS: 52,523
How many employees does Alliance Wealth Management have?
Alliance Wealth Management has 1-10 employees
What industry does Alliance Wealth Management belong to?
Alliance Wealth Management is in the industry of: Finance, Securities Trading
What is Alliance Wealth Management competition?
Alliance Wealth Management top competitors include: Greenwood Capital Associates, Pillar Wealth Management, Holliger Financial Consultants, Hudson Valley Wealth Management
What technology does Alliance Wealth Management use?
Some of the popular technologies that Alliance Wealth Management uses are: PHP, Angular, Barracuda Networks, Google Font API
How do I contact Alliance Wealth Management?
Alliance Wealth Management contact info: Phone number: (888) 852-5412 Website: www.alliance-wealth.us
What does Alliance Wealth Management do?

Alliance Wealth Management, LLC, established in 2009, specializes in global investment management, wills and trusts, estate planning, and private wealth management. The firm operates as a fee-only Registered Investment Advisor, prioritizing clients' interests and providing a comprehensive approach to wealth management. They focus on understanding c... lients' goals and developing tailored strategies to navigate challenges and identify opportunities. With a commitment to serving a select few families, they aim to make a significant impact in their clients' financial lives.Read More

Is Alliance Wealth Management a public company?
Alliance Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Alliance Wealth Management

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