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Adviser Profile
| As of Date | 06/29/2025 |
| Registration status | Registration Changed to ALLIANCE PRIVATE WEALTH, LLC |
| ADV Location | NORTH READING, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 102,292,462 |
| of that, discretionary | 102,292,462 |
| Number of Employees | 10 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,273,166 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
Private Funds
No private funds