Alliance Wealth Advisors, LLC

Alliance Wealth Advisors, LLC is a registered investment adviser based in Centerville, UT, primarily owned by Paul Coles II. The firm offers discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients grant discretionary authority to manage their accounts, allowing the firm to formulate investment strategies and execute transactions without prior approval. Alliance Wealth Advisors may recommend the use of sub-advisers or third-party money managers for portfolio management services. The firm has a contractual relationship with TownSquare Capital, providing sub-advisory asset management services to clients. Fees for portfolio management services are based on a percentage of assets under management, with a tiered fee schedule. The firm may trade client accounts on margin, with fees based on the total asset value. Investment strategies include margin transactions, charting analysis, technical analysis, fundamental analysis, cyclical analysis, SMART Retirement framework, and modern portfolio theory. The firm does not accept performance-based fees or engage in side-by-side management. Alliance Wealth Advisors does not have any disciplinary information to disclose. The firm offers financial planning, financial consulting, and asset allocation services. Clients are responsible for voting on securities, and the firm does not vote proxies on their behalf. The firm does not have custody of client funds and securities, and clients receive account statements from the qualified custodian. Clients are advised on IRA rollover considerations and trade errors. The firm does not vote proxies on behalf of clients and does not have any financial condition that would prevent meeting contractual commitments. Clients are encouraged to consult with a tax professional regarding their investment decisions.