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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2017
- Office Locations
- 5
Office Locations
About Adviser Alliance, LLC
Independent Advisor Alliance (Adviser Alliance, LLC) partners with entrepreneurial independent financial advisors, offering customizable programs spanning day-to-day practice operations, growth support, and advisor community events. Public profile data indicates portfolios are primarily ETF- and public-fund focused and includes custody relationships such as Charles Schwab.
Team overview
Insights
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID PAUL CERVONE
Account Manager, Chief Compliance Officer, Managing Member
- CRD
- #702247
- Ownership
- 50% but less than 75%
JOYCE GUILLOT CERVONE
Principal
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KELLY JOSEPH CARTER
--
- CRD
- #2199445
JOSEPH RICHARD DEMEO
Vice President
- CRD
- #4121373
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,874,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,874,177 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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