Strategic Alliance Financial Advisors, Inc.
California
Registered In
03/21/2007
Incorp. Date
Company Summary
Strategic Alliance Financial Advisors, Inc. at 625 The City Dr S STE 460, Orange, Ca 92868 lists Joe P Moore Jr of Orange, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Joe P Moore Jr
Individual Agent
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625 THE CITY DR S STE 460, ORANGE, CA 92868
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Joe P Moore Jr
CEO
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625 THE CITY DR S STE 460, ORANGE, CA 92868
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Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history
Map & Locations
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625 THE CITY DR S STE 460, ORANGE, CA 92868
(Mailing)
View Map
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Financials
Financial Information for Strategic Alliance Financial Advisors, Inc.
Form 5500
STRATEGIC ALLIANCE FINANCIAL ADVISORS, INC.
625 The City Drive Ste. 460, Orange, Ca 92868 (714) 663-1200 EIN:20-8904998 Plan Admin:Joe Moore, Jr.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSTRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$186,387 / $129,825 | 2022 | STRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 4 / 3 | $186,387 / $129,825 |
| 2021 | Plan NameSTRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$160,601 / $186,387 | 2021 | STRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $160,601 / $186,387 |
| 2020 | Plan NameSTRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$111,632 / $162,299 | 2020 | STRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $111,632 / $162,299 |
| 2019 | Plan NameSTRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$89,113 / $111,632 | 2019 | STRATEGIC ALLIANCE FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 3 / 3 | $89,113 / $111,632 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Person/City Match:Joe P Moore Jr - Orange, CA
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Jpm Wealth Management, Inc.
Registered in California
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Orange, CA | View Report |
Address Match:625 The City Dr S Orange, CA
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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