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| Allegiance Financial Advisors Inc
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|
|
|---|---|
| CRD # | 127293 |
| SEC # | 801-121302 |
| CIK # | |
| AUM | $154.0 M (2025-02-13) |
| Employees | 7 (86% Investors, 100% Brokers) |
| Phone | 904-642-4401 |
| Address | 3112 St Johns Bluff Road South Jacksonville, FL 32246-3712 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 194 | 38.3 |
| (b) Individuals (high net worth individuals) | 115 | 108.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 7.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 443 | 154.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 443 | 154.0 |
| Total | 443 | 154.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.0 | |
| Total | 443 | 154.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Monitor Group Inc
✚
|
GA | 0.2 |
|
Tableaux LLC
✚
|
0.2 | |
|
Stonehaven Wealth & Tax Solutions LLC
✚
|
WI | 0.2 |
|
The Keystone Financial Alliance LLC
✚
|
GA | 0.2 |
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.2 |
|
Curat Global LLC
✚
|
0.2 | |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 0.2 |
|
Old Oak Financial Planning Inc
✚
|
MI | 0.2 |
|
Retirement Financial Group LLC
✚
|
TX | 0.2 |
|
Wincap Financial LLC
✚
|
MA | 0.2 |