Overview
Assets Under Management: $154 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 115
Average Client Assets: $942,659
Frequently Asked Questions
ALLEGIANCE FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127293), ALLEGIANCE FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
ALLEGIANCE FINANCIAL ADVISORS, INC. is headquartered in JACKSONVILLE, FL.
ALLEGIANCE FINANCIAL ADVISORS, INC. serves 115 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, ALLEGIANCE FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ALLEGIANCE FINANCIAL ADVISORS, INC. manages $154 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, ALLEGIANCE FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
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