Overview
Assets Under Management: $1.9 billion
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 402
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 402
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.42
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 4,315
Discretionary Accounts: 4,315
Regulatory Filings
CRD Number: 305052
Filing ID: 1995071
Last Filing Date: 2025-06-25 16:30:00
Website: https://thewealthalliance.com