Fee-OnlyFinder

Alianza Corp. Investment Advisor

% of assets managed in Miami, FL

SEC registeredNo commissions reported

Call (954) 330-1741Send a messageMap ↗

Public-record details

Address
175 Sw 7th St, Suite 1703, Miami, FL 33135
Phone
(954) 330-1741
Listed under
% of assets managed
CRD number
323267
Registration
SEC registered since 2025-05-30
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$204.1 million
Accounts managed
1,207
Clients reported (Form ADV 5.D)
1,207
Individual / high-net-worth clients
1,107 / 9
Employees
5
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-25

SEC registered investment adviser, CRD 323267, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Miami

Acp Capital Management, LLC1200 Brickell Avenue, Suite 1700 · Miami, FL 33131 · (305) 670-4180 · Flat / fixed feesCRD 138556 · % of assets, Fixed fees, Performance-based fees · $360.3 million AUMSEC registeredNo commissions reportedAdvisory Investor Services LLC1200 Brickell Avenue, Suite 250 · Miami, FL 33131 · (786) 462-6044 · % of assets managedCRD 173134 · % of assets, Other · $209.9 million AUMSEC registeredNo commissions reportedAliya Capital Partners LLC1450 Brickell Ave, Suite 2600 · Miami, FL 33131 · (305) 831-4999 · Financial planningCRD 305988 · % of assets, Fixed fees, Performance-based fees · $5.3 billion AUMSEC registeredNo commissions reportedAllaria Asset Management, LLC1110 Brickell Avenue, Suite 603 · Miami, FL 33131 · (786) 686-5400 · Hourly feesCRD 287513 · % of assets, Hourly charges, Fixed fees · $179.6 million AUMSEC registeredNo commissions reportedAllie Family Office LLC1200 Brickell Avenue, Suite 800 · Miami, FL 33131 · (786) 635-7162 · Flat / fixed feesCRD 307144 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAlthum Advisors LLC1441 Brickell Av. Suite 1016 · Miami, FL 33131 · (305) 456-7645 · Flat / fixed feesCRD 315952 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedAmida Wealth Advisors, LLC218 Nw 24th Street · Miami, FL 33127 · (305) 809-0790 · Financial planningCRD 319227 · % of assets, Fixed fees · $53.9 million AUMState registeredNo commissions reportedAnchor Advisory, LLC1200 Brickell Ave Ste 1811 · Miami, FL 33131 · (305) 491-9391 · Hourly feesCRD 297570 · % of assets, Hourly charges, Other · $24.0 million AUMState registeredNo commissions reported

All 170 in Miami →