Sang Walker is a registered investment advisor at Supreme Alliance LLC, based in Charlotte, NC, with 23 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers managed account programs where clients pay a single fee for portfolio management services. The fees are calculated quarterly. SALLC representatives customize investment portfolios based on the client's risk tolerance and investment objectives. SALLC has full discretion over client accounts, but clients can limit this authority in writing. The minimum initial investment is $25,000.
Location
14804 Resolves Lane, Charlotte, NC, 28277
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sang works as a special education teacher for Sivells Bend ISD since January 2023. This takes about a quarter of his time during trading hours and is not investment-related.
Employment History
Current Registrations
Supreme Alliance LLC
Supreme Alliance LLC
Supreme Alliance LLCBroker
Previous Registrations
Equity Services, INC.Broker
Esi Financial Advisors
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.