Alliance Advisory & Securities, Inc. 805.371.8020 CLIENT LOGIN ADVISOR LOGIN HOME ABOUT SERVICES RESOURCES CONTACT US Legacy Of Service Alliance Advisory & Securities Inc. is the registered investment advisor and broker dealer for Alliance Entrust® clients. Led by the Sanada family, with professional experience dating back to 1972, the firm is accustomed to assisting clients in the stewardship of all types of investment assets including traditional securities, alternative investments venture capital, and real estate. With a long history of navigating profitable and volatile markets we understand that your investment portfolio has both purpose and outcome,and that it must be tied to goals that can be met. We listen to your needs. We are proactive not reactive in our service and planning. Our unique portfolio design goes far beyond asset allocation and risk based rebalancing to custom designs that meet each client’s needs. OUR SERVICES All services are offered through the Alliance group of companies. INVESTMENT MANAGEMENT ALLIANCE ENTRUST Investment advice offered through Alliance Advisory & Securities, Inc. A registered investment advisor. Member SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org). Home | Contact Us | Alliance Group Of Companies | Privacy Policy | Disclaimer | Business Continuity Plan Copyright ©2021 Alliance Advisory & Securities, Inc. - All Rights Reserved.

Alliance Advisory & Securities, Inc. 805.371.8020 CLIENT LOGIN ADVISOR LOGIN HOME ABOUT SERVICES RESOURCES CONTACT US Contact Us Alliance Advisory & Securities, Inc. 31248 E. Oak Crest Dr., Suite 100 Westlake Village, CA 91361 Phone: 805.371.8020 Fax: 805.371.8008 Email: info@allianceadvisory.com WHO WE ARE OUR HISTORY OUR PURPOSE OUR PROCESS OUR PEOPLE OUR PRINCIPLES OUR PHILANTHROPY OUR PLANNING Investment advice offered through Alliance Advisory & Securities, Inc. A registered investment advisor. Member SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org). Home | Contact Us | Alliance Group Of Companies | Privacy Policy | Disclaimer | Business Continuity Plan Copyright ©2021 Alliance Advisory & Securities, Inc. - All Rights Reserved.

Alliance Advisory & Securities, Inc. 805.371.8020 CLIENT LOGIN ADVISOR LOGIN HOME ABOUT SERVICES RESOURCES CONTACT US RESOURCES AASI Privacy Notice 2021-09 AASI Form CRS 2021-09 AASI Form ADV 2021-09 OUR SERVICES All services are offered through the Alliance group of companies. INVESTMENT MANAGEMENT ALLIANCE ENTRUST Investment advice offered through Alliance Advisory & Securities, Inc. A registered investment advisor. Member SIPC (www.sipc.org). Broker Check (www.brokercheck.finra.org). Home | Contact Us | Alliance Group Of Companies | Privacy Policy | Disclaimer | Business Continuity Plan Copyright ©2021 Alliance Advisory & Securities, Inc. - All Rights Reserved.