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Johnathon Rosica

Alliance Wealth Management Group, LLC

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About Johnathon Rosica

Johnathon Rosica is an Investment Advisor Representative at Alliance Wealth Management Group, LLC. Johnathon is registered in New Jersey. The firm's main office is located in Flemington, NJ. Alliance Wealth Management Group, LLC provides financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Johnathon Rosica is currently registered with Alliance Wealth Management Group, LLC. Alliance Wealth Management Group, LLC is an investment advisory firm based in Flemington, New Jersey. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages assets for individuals, both high net worth and other, totaling approximately $363.4 million across 1,046 accounts.
Alliance Wealth Management Group, LLC

23 ROYAL ROAD

FLEMINGTON, NJ 08822

$363.46M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Johnathon Rosica’s Registration & Firm History

NJ

04/29/2019 - Present

Alliance Wealth Management Group, LLC (FLEMINGTON NJ)

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Licenses & Designations

IA

Issued 08/24/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Johnathon Rosica.
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