SUPREME ALLIANCE LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $35.3M |
| Discretionary | $19.5M55% of AUM |
| Non-Discretionary | $15.9M |
| Client Accounts | 107 |
| Avg Account Size | $330K |
| Employees | 16 |
| Peak AUM | $35.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $35M | +93.2% | +48.2% | +18.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $35.3M |
| Discretionary | $19.5M |
| Employees | 16 |
| Client Accounts | 107 |
| Client Range | 51-100 |
Contact & Location
Phone
561-460-2870
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$19M
55.1% of AUM
Non-Discretionary
$16M
44.9% of AUM
Disc. mix ▼ 24.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerPension Consultant