Alliance Advisory Group

  • Financial Services
  • Buffalo NY
  • 92 employees
  • Financial Services
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Company Overview

Website
allianceadvisorygroup.com
Phone
(716) 817-7109
Employees
92
Founded in
1979
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$14B

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Recent News & Media

Wealth Alliance Advisory Group LLC Has $344,000 Stock Position in Tesla, Inc. (NASDAQ:TSLA)

  • Jun 7, 2025
  • marketbeat.com

Steve Constantine | People on The Move - Buffalo Business First

  • Jan 31, 2025
  • bizjournals.com

Raising Awareness: Alliance Group Supports Food Pantry

  • Mar 7, 2024
  • post-journal.com

Daniel Schlein of Alliance Advisory Group - Buffalo Business First

  • Apr 21, 2023
  • bizjournals.com

Saudia hosts SkyTeam Alliance Advisory Group meeting in Jeddah

  • Mar 20, 2023
  • timesaerospace.aero

Alliance Advisory Group wins Top Workplaces award as younger associates help growth

  • May 30, 2022
  • democratandchronicle.com

Who is Alliance Advisory Group

Alliance Advisory Group is a company based in Buffalo, New York, specializing in empowering financial advisors. Currently employing 92 individuals, Alliance Advisory Group generates approximately $14.1 million in annual revenue. Alliance Advisory Group provides tools, technologies, and support to equip its financial advisors in building profitable and sustainable practices. Their advisors aim to positively impact communities by serving clients' evolving needs. The company emphasizes its commitment to fostering professional growth and development among its associates. Alliance Advisory Group believes its people are its greatest asset. Individuals seeking guidance can connect with Alliance Advisory Group through their offices spanning from Jamestown to Syracuse. Their primary office, serving as the Operating Supervisory Jurisdiction, is located at 600 Delaware Avenue, Buffalo, NY 14202, and can be reached at 716.817.7109.

Alliance Advisory Group Industry Tags

Financial Planning
Insurance
Investments
Retirement
Financial Services
Financial Advisory Services
Brokerage Services
Finance
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Alliance Advisory Group Tech Stack

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Company Name Revenue Number of Employees Location Founded in
14M 6 Chicago, IL 1989
14M 42 New York, NY 1952
14M 220 Dallas, TX 2006
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FAQ

What is the location of Alliance Advisory Group's headquarters?
The headquarters of Alliance Advisory Group are situated at 600 Delaware Avenue, Buffalo NY
What is Alliance Advisory Group's phone number?
Alliance Advisory Group's contact number is (716) 817-7109.
What is Alliance Advisory Group's official website?
The official website of Alliance Advisory Group can be found at allianceadvisorygroup.com.
What is Alliance Advisory Group's current revenue?
As of October 2016, Alliance Advisory Group's annual revenue reached $14B.
How many employees does Alliance Advisory Group currently have?
Alliance Advisory Group employs approximately 92+ people as of October 2016
Which industries is Alliance Advisory Group primarily operating in?
Alliance Advisory Group operates in the following industries: Finance, Credit
What are Alliance Advisory Group's industry tags?
Alliance Advisory Group's industry tags include: Financial Planning, Insurance, Investments
When was Alliance Advisory Group founded?
Alliance Advisory Group was founded in 1979.

Employee Directory

Key Employees

Jim Fashano

Chief Executive Officer & President

Phone Email

Lydia Palmer

Financial Representative

Phone Email

Joseph Ahmed

Financial Coach

Phone Email

Amy Trautman

Director of New Business and Agency Support

Phone Email

Kristin Amodio

Agency Control Officer

Phone Email