Supreme Alliance LLC is a multi-state adviser based in West Palm Beach. It manages $2.84 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Arizona, California, and 22 other states.
Supreme Alliance provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Supreme Alliance LLC is $2.84 million. The firm's AUM has grown by 309% 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 Supreme Alliance LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Supreme Alliance is individuals with 50 clients and $1.7 million of assets under management. Among the 1 most similar advisory firms, Supreme Alliance has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $2.84 million for 53 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Supreme Alliance doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Supreme Alliance LLC performs its advisory services is located at 212 Catania Way, West Palm Beach, FL 33411 The mailing address of the firm is 212 Catania Way, West Palm Beach, FL 33411. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-410-5002 or by fax 561-720-2189. The normal business hours are 8:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at supremealliancellc.com.