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ALIANZA CORP. INVESTMENT ADVISOR
CRD 323267File 801-132892
APPROVED
Retail clients
Custody
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$204.1M
Below cohort median (national)
Discretionary AUM
$41.5M
Non-discretionary $162.6M
Clients
1,207
1,207 accounts
Employees
5
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 30, 2025
- Principal office
- 175 SW 7TH ST, SUITE 1703, MIAMI, FL, 33135
- Phone
- 954-330-1741
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $204.1M
- Discretionary AUM
- $41.5M
- Non-discretionary AUM
- $162.6M
- Discretionary accounts
- 1,042
- Non-discretionary accounts
- 165
- Total accounts
- 1,207
- AUM per client
- $169K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 91 | $128.5M |
| High net worth individuals | 9 | $14.3M |
| Individuals (other than high net worth individuals) | 1,107 | $61.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.