Alliance Financial
Alliance Financial is an SEC-registered mass-market adviser in Wyomissing, PA with $271.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Alliance Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319679, SEC 801-125698, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $271.8M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Wyomissing, PA
- Employees
- 6
- Clients
- 656
- CRD
- 319679
- Ownership
- DREXLER, THOMAS, ALAN; MISCHLER, ERIC, MCFADDEN; FOX, KEVIN, MICHAEL
How much AUM does Alliance Financial have?
Alliance Financial reported $271.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Alliance Financial?
Disclosed owners and executives of Alliance Financial include DREXLER, THOMAS, ALAN, MISCHLER, ERIC, MCFADDEN, FOX, KEVIN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.