Alliance Wealth Management

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

3550 N Central Ave Ste 1405, Phoenix, Ar...

Phone Number

(480) 874-7463

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Alliance Wealth Management

Loy Hibbs and Joseph Gesullo have teamed up to leverage over 20 years of combined industry knowledge to offer their clients a comprehensive wealth management experience. They have added Britt Saylor to their team as Office Manager to help ensure all of their clients receive the level of service and attention they deserve. So, how does the team at Alliance Wealth Management fit in with Waddell & Reed? Waddell & Reed is still an integral part of who we are and where we are going. The Waddell & Reed of today is far different from the Waddell & Reed of the past. It is an absolute pleasure to continue to be Financial Advisors at a firm that understands the changing landscape of our industry and also balances that with a proud past of helping clients pursue financial freedom. Waddell & Reed has had a local presence in the Phoenix metro area for over 30 years, and even though we are marketing ourselves as Alliance Wealth Management, we are still offering products and services through WaddellRead more
Alliance Wealth Management's Social MediaPopular SearchesAlliance Wealth ManagementBroadridge Investor Communication Solutions IncFinancial Alliance Wealth ManagementCom AlliancewealthmanagmentWaddell & Reed IncSIC Code 62,628NAICS Code 52,523Show more

Alliance Wealth Management Org Chart

PhoneEmail
LH
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Founder & Chief Investment Officer

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KS
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alliance Wealth Managemen...

<$5M
11-50
Private
-
-
LH
Loy HibbsFounder & Chief Investment Officer
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
-
AR
Agatha RobinsonManager, Operations
<$5M
1-10
Private
-
2005
N/A
<$5M
11-50
Private
-
2019
TS
Tobi SandersDirector, Operations
<$5M
1-10
Private
-
-
BL
Brian LethertFounder & Wealth Advisor
Illustration of an envelope

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.alliancewealthaz.com
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 11-50 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: Spitfire Financial Group, Forney Financial, N2l Wealth Management, U-Vest Financial
What technology does Alliance Wealth Management use?
Some of the popular technologies that Alliance Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Alliance Wealth Management?
Alliance Wealth Management contact info: Phone number: (480) 874-7463 Website: www.alliancewealthaz.com
What does Alliance Wealth Management do?

Loy Hibbs and Joseph Gesullo have teamed up to leverage over 20 years of combined industry knowledge to offer their clients a comprehensive wealth management experience. They have added Britt Saylor to their team as Office Manager to help ensure all of their clients receive the level of service and attention they deserve. So, how does the team at A... lliance Wealth Management fit in with Waddell & Reed? Waddell & Reed is still an integral part of who we are and where we are going. The Waddell & Reed of today is far different from the Waddell & Reed of the past. It is an absolute pleasure to continue to be Financial Advisors at a firm that understands the changing landscape of our industry and also balances that with a proud past of helping clients pursue financial freedom. Waddell & Reed has had a local presence in the Phoenix metro area for over 30 years, and even though we are marketing ourselves as Alliance Wealth Management, we are still offering products and services through Waddell & Reed to help you pursue your goals. As Alliance Wealth Management, our goal is to build long-term client relationships with customer service, value and trust at its core. We know that every individual has exclusive needs and with quality and consistency we strive to exceed those expectations. Our strategic approach to investing and planning utilizes our unique team synergy, years of experience and our comprehensive strategic partner network. We are strongly committed to serving as an active participant in our community through volunteering, organizing and fundraising for local charitable organizations. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named ...Read More

What are Alliance Wealth Management social media links?
Alliance Wealth Management Linkedin page Alliance Wealth Management Facebook page
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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