Alliance Advisory & Securities, LLC
Alliance Advisory & Securities, LLC is an SEC-registered wealth manager in Westlake Village, CA with $687.4M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Alliance Advisory & Securities, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 18835, SEC 801-67105, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $687.4M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Westlake Village, CA
- Employees
- 21
- Clients
- 675
- CRD
- 18835
- Ownership
- SANADA, RANDALL PAUL JR; ALLIANCE FINANCIAL GROUP, INC.; SANADA, RANDALL PAUL; SANADA, JERRY VINCENT; GARNER, MICHAEL EARL
How much AUM does Alliance Advisory & Securities, LLC have?
Alliance Advisory & Securities, LLC reported $687.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Alliance Advisory & Securities, LLC?
Disclosed owners and executives of Alliance Advisory & Securities, LLC include SANADA, RANDALL PAUL JR, ALLIANCE FINANCIAL GROUP, INC., SANADA, RANDALL PAUL, SANADA, JERRY VINCENT, GARNER, MICHAEL EARL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.