Investment adviser · CRD 323267
ALIANZA CORP. INVESTMENT ADVISOR
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $204M Form ADV · Item 5.F
- Client accounts
- 1,207 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 91 | $128,531,329 | 63.0% |
| Individuals | 1,107 | $61,289,942 | 30.0% |
| High-net-worth individuals | 9 | $14,294,729 | 7.0% |
Filing source
Form ADV 2135790 · Sep 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
175 SW 7TH ST, SUITE 1703MIAMI, FL, 33135, United States
CRD 323267
Filing source
Form ADV 2135790 · Sep 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.