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ALIANZA CORP. INVESTMENT ADVISOR
CRD 323267 · SEC 801-132892
175 SW 7TH ST, SUITE 1703, MIAMI, FL, 33135, United States
Phone
954-330-1741
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.1M
Discretionary AUM
$41.5M
Team
5 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1107 | $61.3M |
| High net worth individuals | 9 | $14.3M |
| Corporations/business entities | 91 | $128.5M |
States served
NY, TX, FL
Official SEC filing: View on IAPD