Overview
Assets Under Management: $154 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 115
Average Client Assets: $942,659
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.37
Average High-Net-Worth Client Assets: $942,659
Total Client Accounts: 443
Non-Discretionary Accounts: 443
Regulatory Filings
CRD Number: 127293
Last Filing Date: 2025-02-13 00:00:00
Website: https://allegianceadvisors.com