TrueAdvisor
TrueAdvisor
DD
CFP
DD
CFP

Desi Julian Dimaio

Alliance Wealth Management Group, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Alliance Wealth Management Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
425 clients
Average Client Portfolio
$998K average
Assets Under Management
$424.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

23 Royal Road, Suite 101, Flemington, NJ, 08822

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Alliance Wealth Management Group, LLC
February 2023 - Present · 3 yrs
Previous Registrations
Bleakley Financial Group, LLC
January 2023 - March 2023 · 2 mos
LPL Financial LLCBroker
October 2018 - February 2023 · 4 yrs 4 mos
LPL Financial LLCBroker
February 2015 - February 2017 · 2 yrs
Northwestern Mutual Investment Services, LLCBroker
October 2014 - March 2015 · 5 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.