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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Allegiance Financial Group Advisory Services LLC
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|---|---|
| CRD # | 313110 |
| SEC # | 801-122267 |
| CIK # | 0001964068 |
| AUM | $505.0 M (2025-03-28) |
| Employees | 10 (60% Investors, 70% Brokers) |
| Phone | 703-242-7900 |
| Address | 374 Maple Avenue East Vienna, VA 22180 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 19.3 | ||
| Apple Inc | 3.0 | ||
| Uber Technologies Inc | 2.9 | ||
| First Citizens Bancshares Inc /DE/ | 2.0 | ||
| Nvidia Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 421 | 144.6 |
| (b) Individuals (high net worth individuals) | 96 | 279.7 |
| (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 | 47 | 67.9 |
| (h) Charitable organizations | 8 | 1.1 |
| (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 | 11 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,410 | 505.0 |
| By Discretionary | ||
| Discretionary | 1,378 | 447.2 |
| Non-Discretionary | 32 | 57.8 |
| Total | 1,410 | 505.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.0 | |
| Total | 1,410 | 505.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964068] |
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0.5 |