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THE WEALTH ALLIANCE, LLC

Tel: (631) 670-0682
105 Broadhollow Road
Melville, New York  11747

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THE WEALTH ALLIANCE, LLC

THE WEALTH ALLIANCE, LLC is a Melville, New York based financial advisory firm with nearly $1,703,650,906 in assets under management and provides investment advisory services for 4006 clients. There are currently 21 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

305052

SEC#:

801-117251

No. of Clients:

4006

Assets under Management

$1,703,650,906

No. of Advisors:

21

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