ALLEGIANCE FINANCIAL GROUP

374 Maple Avenue East
Suite 204
Vienna, Virginia 22180
Tel: (703) 242-7900

About ALLEGIANCE FINANCIAL GROUP

ALLEGIANCE FINANCIAL GROUP, formally registered with the SEC as ALLEGIANCE FINANCIAL GROUP. The firm was established in 09/03/2021. They have over 3 offices throughout the country.

ALLEGIANCE FINANCIAL GROUP is a Vienna, Virginia based Financial Planning firm with nearly $418,754,604 assets under management, offering retirement planning & investment advisory services to 1273 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313110
SEC#	801-122267
Assets Managed by Firm	$418,754,604
No. of Clients	1273
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1273	$418,754,604
Individuals (other than high net worth individuals)	524	$138,184,168
High net worth individuals	70	$215,747,247
Pension and profit sharing plans	42	$54,526,935
Charitable organizations	6	$391,171
Corporations or other businesses	6	$9,905,083

More Retirement Planning firms in Vienna, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

Explore More Retirement Advisors in Vienna, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.