CRD: 18835
Alliance Advisory & Securities, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum foundationWave
- Established Date
- 06-21-1988
- Office Locations
- 3
Office Locations
About Alliance Advisory & Securities, Inc.
Alliance Entrust provides Gospel-centered financial planning and Kingdom-minded investing for individuals and families nationwide, guiding clients as they build, preserve, and pass on wealth through faith-based stewardship. The firm’s advisors are located across the U.S., with a home office in Westlake Village, California.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
Liza Marie dela Cruz
Chief Compliance Officer
- CRD
- #4109501
- Ownership
- Less than 5%
RANDALL PAUL SANADA JR
Chief Executive Officer, Financial Advisor, President
- CRD
- #2785856
- Ownership
- Less than 5%
Legacy timber
Vertex bridge
- CRD
- #85803
- Ownership
- 7.7%
Showing 2 of 3 owners & executives
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SANDRA LOUISE BUBLITZ
Recruiter
- CRD
- #1088758
JEFFREY THOMAS GARAGLIANO
--
- CRD
- #3208095
Meridian signal
Eagle harbor
- CRD
- #41581
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $392,526,364 | $309,076 |
| Non-Discretionary | $294,846,108 | $199,490 |
| Total | $687,372,472 | $250,136 |
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Separately Managed Accounts
Total SMA Asset: $687,372,472
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $939,686,799 | 25.8% |
| Equity - Exchange | $1,438,667,774 | 39.5% |
| Cash | $313,228,933 | 8.6% |
| Other | $950,613,389 | 26.1% |
| Total | $3,642,196,895 | 100.0% |