Alianza Corp. provides Investment Advisory services to you, therefore we collect nonpublic information about you. We consider the privacy of our clients to be of fundamental importance and have established a policy to maintain the confidentiality of the information you share with us.

The confidentiality of client information is an important concern of Alianza Corp. We take precautions to safeguard client personal information at all times, and we will remain vigilant in protecting that information. The provisions of this privacy notice will apply to former clients as well as current clients. To conduct regular business, we may collect nonpublic personal information from sources such as:
  • Information we receive from you on applications or other forms you provide to us
  • Information about your transactions with us, our affiliates, or others
Alianza Corp. does not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. In order to provide you advisory service, we share client information with our affiliate Broker-Dealer and custodian, Interactive Brokers. Additionally, we may disclose nonpublic personal information to other affiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about you to the following types of affiliated third parties:
  • Financial service providers such as broker dealers, clearing firms, custodians, parent company.
Alianza Corp will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.

At this time, Alianza Corp does not disclose nonpublic personal information to nonaffiliated third parties nor do we anticipate doing so in the future. However, if in the future we decide to disclose nonpublic personal information to nonaffiliated third parties we will, at that time, give you the option to opt-out at least 30 days prior to us sharing your information with nonaffiliated third parties. If you were to elect to opt out at that time, we would not disclose your personal information to nonaffiliated third parties

If you have any questions regarding this policy, please contact Alianza Corp at (954)- 330-1741.