Adviser Profile
| As of Date | 06/01/2025 |
| Registration status | Registration Changed to ALIANZA CORP. INVESTMENT ADVISOR |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 954 xxxxxxx |
| AUM* | 108,873,431 26% |
| of that, discretionary | 18,895,161 54% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 197,592 -16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- Banking or thrift institutions
- Investment companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds