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Alliance Advisory & Securities, LLC

CRD 18835  ·  Westlake Village, CA  ·  $687.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
18835
SEC number
801-67105
Firm type
RIA
Assets under management
$687.4M as of Apr 30, 2026
Website
aewealth.com ↗
Phone
805-371-8020
Address
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361

Advisors at this firm

15 in our index · page 1 of 1

1–15 of 15

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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