$35.3M Total AUM
$19.5M Disc. AUM
24.6% 3Y CAGR
16 Employees
120 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-05-1998
- Office Locations
- 8
Office Locations
12401 Orange Drive Suite 223 Davie FL
14804 Resolves Lane Charlotte NC
733 Chapin Street Suite 202 Ludlow MA
About Supreme Alliance LLC
Supreme Alliance LLC is a Charlotte-based RIA with 8 offices. The firm has been operating for 27 years. Managing $35.3M in total assets under management, with 15 advisory representatives. They custody assets with Folio Investments.
Team overview
49 AVG AGE
$2.4M AVG AUM / ADVISOR
$294.3K AVG AUM / CLIENT
4.7 yrs AVG TENURE
16 Employees
15 Advisory Reps
16 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
JEROME ROBERT CORSI
Chief Executive Officer, Compliance Principal
- CRD
- #1387058
- Ownership
- Less than 5%
Available
Available
Available
R
ROGER BRENT HUSBANDS
Chief Compliance Officer, Compliance Principal
- CRD
- #845110
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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T
THOMAS JOSEPH ALLEY
--
- CRD
- #1942297
Available
Available
Available
E
EDWARD J AWISZIO
Financial Professional
- CRD
- #1127442
Available
Available
Available
Showing 2 of 44 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,458,649 | $341,380 |
| Non-Discretionary | $15,855,593 | $317,112 |
| Total | $35,314,242 | $330,040 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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