ALLIANCE ADVISORY & SECURITIES, LLC is a Westlake Village, California based financial advisory firm with nearly $454,406,861 in assets under management and provides investment advisory services for 2010 clients. There are currently 25 financial advisors at the firm.
General Information |
Firm CRD#: | 18835 | |
SEC#: | 801-67105 | |
Assets under Management: | $454,406,861 | |
No. of Clients: | 2010 | |
No. of Advisors: | 25 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for pooled Investment, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational Seminars/ Workshops | |
Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
WILSHIRE ADVISORS LLC | 6210 | 801-36233 | 591801 | 273 | $95,554,572,990 |
CHARLES SCHWAB INVESTMENT ADVISORY, INC | 151739 | 801-70737 | 495347 | 26 | $66,080,242,938 |
GLOBAL RETIREMENT PARTNERS LLC | 172011 | 801-80074 | 25479 | 453 | $119,814,842,543 |
NFP RETIREMENT INC. | 121254 | 801-66107 | 5162 | 205 | $75,046,288,911 |
ICONIQ CAPITAL, LLC | 159198 | 801-72878 | 1416 | 452 | $77,239,703,492 |
STEPSTONE GROUP LP | 143635 | 801-68079 | 308 | 585 | $75,405,865,130 |
METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | 801-53332 | 154 | 361 | $108,490,998,296 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | 801-73726 | 125 | 607 | $103,800,616,740 |
PATHWAY CAPITAL MANAGEMENT, LP | 108016 | 801-54251 | 107 | 233 | $88,041,081,088 |
LEONARD GREEN & PARTNERS, L.P. | 158164 | 801-73794 | 74 | 83 | $69,749,207,798 |
ALAN BILLER AND ASSOCIATES | 105283 | 801-48432 | 47 | 45 | $70,279,110,589 |
PRIMECAP MANAGEMENT CO | 105516 | 801-19765 | 37 | 44 | $117,232,900,412 |
HELLMAN & FRIEDMAN LLC | 158614 | 801-73341 | 32 | 110 | $75,341,200,000 |
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | 801-74182 | 25 | 247 | $95,428,107,488 |
SB INVESTMENT ADVISERS (US) INC. | 286323 | 801-108927 | 1 | 268 | $65,927,476,128 |