Alliance Wealth Management Group, LLC

Alliance Wealth Management Group, LLC (CRD# 169573) is a financial advisory firm headquartered in Flemington, NJ. They manage $213,300,000 in 737 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $289,417
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NJ, NY, PA, SC

Financial Advisors at Alliance Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul R. Esposito
CRD#: 4843860
23 Royal Road, Suite 101, Flemington, NJ 08822
96
Wealthminder
score

Paul Esposito (CRD# 4843860) is an Investment Advisor Representative working at Alliance Wealth Management Group, LLC in Flemington, NJ and has over 12 years of experience in the finance industry. Paul Esposito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven E. Linden
CRD#: 2084670
23 Royal Road, Suite 101, Flemington, NJ 08822
93
Wealthminder
score

Steven Linden (CRD# 2084670) is an Investment Advisor Representative working at Alliance Wealth Management Group, LLC in Flemington, NJ and has over 22 years of experience in the finance industry.

3
Kenneth C. Paul
CRD#: 3177730
23 Royal Road, Suite 101, Flemington, NJ 08822
76
Wealthminder
score

Kenneth Paul (CRD# 3177730) is an Investment Advisor Representative working at Alliance Wealth Management Group, LLC in Flemington, NJ and has over 17 years of experience in the finance industry. Kenneth Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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