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ALLEGIANCE FINANCIAL ADVISORS, INC.
3112 St. Johns Bluff Road South
Jacksonville, Florida 32246-3712
Tel: 904-642-4401
About ALLEGIANCE FINANCIAL ADVISORS, INC.
ALLEGIANCE FINANCIAL ADVISORS, INC, formally registered with the SEC as ALLEGIANCE FINANCIAL ADVISORS, INC. The firm was established in 05/27/2021. They have over 1 offices throughout the country.
ALLEGIANCE FINANCIAL ADVISORS, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $154,045,384 assets under management, offering retirement planning & investment advisory services to 443 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127293 |
| SEC# | 801-121302 |
| Assets Managed by Firm | $154,045,384 |
| No. of Clients | 443 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 443 | $154,045,384 |
| Individuals (other than high net worth individuals) | 194 | $38,266,046 |
| High net worth individuals | 115 | $108,405,815 |
| Pension and profit sharing plans | 1 | $7,268,720 |
| Corporations or other businesses | 1 | $104,803 |
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