Alliance Advisory & Securities, LLC

Alliance Advisory & Securities, LLC (CRD# 18835) is a financial advisory firm headquartered in Westlake Village, CA. They manage $608,366,297 in 2,604 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361
https://www.allianceadvisory.com
By the Numbers
  • Total Assets Under Management
    608
    MILLION
  • Total Number of Accounts
    2,604
    ACCOUNTS
  • Average Account Value
    $233,628
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, NC, NH, NV, OR, TN, TX, WA

Financial Advisors at Alliance Advisory & Securities, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Adam Silva, financial advisor Westlake Village CA
Adam J. Silva
CRD#: 7473603
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361

Adam Silva (CRD# 7473603) is an Investment Advisor Representative working at Alliance Advisory & Securities, LLC in Westlake Village, CA and has over 2 years of experience in the finance industry.

12
Benjamin Simonds, financial advisor Westlake Village CA
Benjamin R. Simonds
CRD#: 5927884
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA 91361

Benjamin Simonds (CRD# 5927884) is an Investment Advisor Representative working at Alliance Advisory & Securities, LLC in Westlake Village, CA and has over 12 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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