Patrick McIlrath
Alliance Advisory & Securities · Westlake Village, California
Patrick McIlrath is a fee-only financial advisor at Alliance Advisory & Securities in Westlake Village, California. Alliance Advisory & Securities reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alliance Advisory & Securities |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $687.4M across 2,748 accounts |
| SEC registration | Investment adviser representative in CA, NV, WA · CRD 2359351 |
| Exams passed | Series 63 (1993) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.allianceadvisory.com |
How Patrick's firm compares
- Alliance Advisory & Securities's average account is about $250,000, from its Form ADV (assets managed divided by 2,748 accounts).
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Questions about Patrick
Is Patrick McIlrath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Alliance Advisory & Securities reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Alliance Advisory & Securities, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick McIlrath based?
Patrick McIlrath is based in Westlake Village, California.
Is Patrick McIlrath registered with the SEC?
Yes. Patrick McIlrath is registered as an investment adviser representative in CA, NV and WA (CRD 2359351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alliance Advisory & Securities manage?
Alliance Advisory & Securities reports $687.4M across 2,748 accounts in assets under management.
How do I contact Patrick McIlrath?
Through Patrick's website, www.allianceadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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