Alliance Wealth Strategies

  • Financial Services
  • Santa Barbara CA
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
1020 State St, Santa Barbara CA
Website
awsplanning.com
Phone
(805) 621-7006
Employees
7
Founded in
2009
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$2B

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Company Leadership

Anthony Castillo

VP of Finance & Director of Trust & Customer Relations

Phone Email

Alliance Wealth Strategies Industry Tags

Wealth Management
Retirement Planning
Insurance Planning
Portfolio Management
Corporate Retirement Solutions
Estate Planning
Financial Services
Financial Advisory Services
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FAQ

What is the location of Alliance Wealth Strategies's headquarters?
The headquarters of Alliance Wealth Strategies are situated at 1020 State St, Santa Barbara CA
What is Alliance Wealth Strategies's phone number?
Alliance Wealth Strategies's contact number is (805) 621-7006.
What is Alliance Wealth Strategies's official website?
The official website of Alliance Wealth Strategies can be found at awsplanning.com.
What is Alliance Wealth Strategies's current revenue?
As of December 2015, Alliance Wealth Strategies's annual revenue reached $2B.
How many employees does Alliance Wealth Strategies currently have?
Alliance Wealth Strategies employs approximately 7+ people as of December 2015
Which industries is Alliance Wealth Strategies primarily operating in?
Alliance Wealth Strategies operates in the following industries: Finance, Credit
Who is the VP of Finance & Director of Trust & Customer Relations of Alliance Wealth Strategies?
Alliance Wealth Strategies's VP of Finance & Director of Trust & Customer Relations is Anthony Castillo
What are Alliance Wealth Strategies's industry tags?
Alliance Wealth Strategies's industry tags include: Wealth Management, Retirement Planning, Insurance Planning
When was Alliance Wealth Strategies founded?
Alliance Wealth Strategies was founded in 2009.

Employee Directory

Key Employees

Joseph Fonte

Partner and Director of Corporate Retirement Planning

Phone Email