Alliance Wealth Advisors is an investment advisor in Bountiful with $229.98 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821809109
SEC advisor number
801-121605
FINRA CRD number
314668
AUM ?
$229.98 mm
(as of 17 Aug 22)
Accounts
1,014
(as of 17 Aug 22)
Employees
10
(5 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Jan 22