Alliance Asset Allocation Ltd is a large advisory firm based in London. It manages $72.96 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Alliance Asset Allocation provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alliance Asset Allocation Ltd is $72.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alliance Asset Allocation Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jon Scalera Ricciardi has been acting as President since 1 Sep 1984. Whittingdale Holdings Limited ("Whl") joined the executive team most recently as the 100% Shareholder Of Registrant.
The principal office where Alliance Asset Allocation Ltd performs its advisory services is located at Devonshire House, London, W1 X 6 Jj, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 44-20-7470-0100 or by fax 44-20-7470-1511. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.