Co-President · Alliance Partners LLC
Lori H. Bettinger
CRD 7244241 · Named on Form ADV at one SEC-registered adviser
At a glance
Alliance Partners LLC, an SEC-registered asset manager based in Chevy Chase, MD with $1.9 billion in regulatory assets, lists Lori H. Bettinger on its Form ADV as Co-President, a control person.
Firms and roles
- Alliance Partners LLCCo-PresidentAsset manager · Chevy Chase, MD · $1.9B in regulatory assets
AtlasMembers
Lori’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Hugh M. O'ConnorTreasurer, Alliance Partners LLC
- Vincent TwomeyCo-President, Alliance Partners LLC
- Derek A AndersonChief Compliance Officer, Alliance Partners LLC
- Michael A. HousleyChief Financial Officer, Secretary, Alliance Partners LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.