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The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"ADV PART 2A - FIRM BROCHURE, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Alliance Wealth Management Group use?","answer":"Alliance Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $515M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Alliance Wealth Management Group have?","answer":"Alliance Wealth Management Group has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Alliance Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Alliance Wealth Management Group’s separately managed accounts held 91% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Alliance Wealth Management Group have a minimum investment?","answer":"Yes, Alliance Wealth Management Group’s minimum account size for its Investment & Wealth Management is $500K.","source":"ADV PART 2A - FIRM BROCHURE, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Alliance Wealth Management Group?","answer":"Alliance Wealth Management Group’s direct owners are Steven Linden (50% to 75%) and Steven Fox (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Alliance Wealth Management Group get paid?","answer":"Alliance Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Alliance Wealth Management Group registered with the SEC?","answer":"Yes, Alliance Wealth Management Group has been registered with the SEC as an investment adviser since 8 January 2014. Its CRD number is 169573 and its SEC file number is 801-78935.","source":"Form ADV Part 1A, Item 1, filed 19 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Alliance Wealth Management Group?","answer":"Alliance Wealth Management Group’s main office is at 23 Royal Road, Suite 101, Flemington, NJ 08822. Its phone number is 908-751-7090. 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