Overview
Assets Under Management: $393 million
Headquarters: TULSA, OK
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.64
Total Client Accounts: 16
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 330239
Last Filing Date: 2024-09-03 00:00:00
Website: https://allegiantwealth.com