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Fidelity Alliance Inc (Dallas)


Fidelity Alliance Inc is an internet adviser based in Dallas. It manages $15.48 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Fidelity Alliance provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity Alliance: assets under management

The assets under management (AUM) of Fidelity Alliance Inc is $15.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $552.88 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fidelity Alliance Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Fidelity Alliance Inc performs its advisory services is located at 5720 Lbj Freeway, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-488-8900 or by fax 972-488-8922. The normal business hours are 9am - 5pm cst on Monday - Friday. You can find more information about the New York firm at www.fidelityallianceinc.com.


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