Overview
Assets Under Management: $505 million
Headquarters: VIENNA, VA
High-Net-Worth Clients: 96
Average Client Assets: $3 million
Frequently Asked Questions
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC 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 #313110), ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC is subject to fiduciary duty under federal law.
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC is headquartered in VIENNA, VA.
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC serves 96 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC manages $505 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,410
Discretionary Accounts: 1,378
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 313110
Filing ID: 1971822
Last Filing Date: 2025-03-28 14:20:00
Website: https://afgas.net