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Home > Retirement Planners > virginia > vienna > ALLEGIANCE FINANCIAL GROUP
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 $328,570,499 assets under management, offering retirement planning & investment advisory services to 1272 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 313110 |
| SEC# | 801-122267 |
| Assets Managed by Firm | $328,570,499 |
| No. of Clients | 1272 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1272 | $328,570,499 |
| Individuals (other than high net worth individuals) | 730 | $139,687,394 |
| High net worth individuals | 68 | $156,959,660 |
| Pension and profit sharing plans | 29 | $31,660,059 |
| Charitable organizations | 5 | $261,324 |
| Corporations or other businesses | 2 | $2,062 |
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