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Alianza Corp. Investment Advisor

● SEC registered since 2025CRD 323267SEC# 801-132892Miami, FL
Export (members)
Reg. AUM
$204.1M
Employees
5
Accounts
1,207
Location
Miami, FL

Alianza Corp. Investment Advisor assets under management

Alianza Corp. Investment Advisor is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2025. It reports $204.1 million in regulatory assets under management and employs 5 people.

Alianza Corp. Investment Advisor owners & executives

6 reported
NameTitleOwnershipSince
Alianza Valores Comisionista de Bolsa S.A. ControlShareholderOver 75%2022
Carlos Javier GonzalezChief Compliance OfficerUnder 5%2022
Luis Fernando Fandino ControlPresidentUnder 5%2023
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Frequently asked questions

How much does Alianza Corp. Investment Advisor manage?

Alianza Corp. Investment Advisor reports $204.1 million in regulatory assets under management on its Form ADV.

How many employees does Alianza Corp. Investment Advisor have?

Alianza Corp. Investment Advisor reports 5 employees.

Where is Alianza Corp. Investment Advisor located?

Alianza Corp. Investment Advisor is based in Miami, FL and has been SEC-registered since 2025.

Does Alianza Corp. Investment Advisor disclose fund performance?

Alianza Corp. Investment Advisor is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address175 SW 7th St, Suite 1703, Miami, FL 33135
Phone954-330-1741
Office hours9:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$204.1M▲ 87%
Apr '25 — $108.9MMay '25 — $108.9MJun '25 — $108.9MJul '25 — $108.9MAug '25 — $108.9MSep '25 — $108.9MOct '25 — $108.9MNov '25 — $108.9MDec '25 — $108.9MJan '26 — $108.9MFeb '26 — $108.9MMar '26 — $204.1MApr '26 — $204.1MMay '26 — $204.1MJun '26 — $204.1M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$204.1Mregulatory AUM
Discretionary $41.5MNon-discretionary $162.6M