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| Allegiance Financial Group Inc
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|
|
|---|---|
| CRD # | 113826 |
| SEC # | 801-122718 |
| CIK # | 0001035159 |
| AUM | $180.6 M (2026-03-26) |
| Employees | 10 (60% Investors, 70% Brokers) |
| Phone | 207-879-2352 |
| Address | 50 Donald B Dean Drive South Portland, ME 04106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 39.3 |
| (b) Individuals (high net worth individuals) | 54 | 140.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 180.6 |
| By Discretionary | ||
| Discretionary | 407 | 174.5 |
| Non-Discretionary | 26 | 6.1 |
| Total | 433 | 180.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 180.6 | |
| Total | 433 | 180.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Murphy Clarke Williams & Stone LLC
✚
|
FL | 0.2 |
|
Crews & Associates Inc
✚
|
AR | 0.2 |
|
Cole Wealth Management LLC
✚
|
AZ | 0.2 |
|
Atmos Advisory LLC
✚
|
PA | 0.2 |
|
CornerStone Investment Advisors LLC
✚
|
CO | 0.2 |
|
Good Steward Wealth Advisers LLC
✚
|
TN | 0.2 |
|
Horowitz & Company Inc
✚
|
FL | 0.2 |
|
Pereon Wealth LLC
✚
|
0.2 | |
|
Broad Reach Capital LLC
✚
|
NC | 0.2 |
|
Wacker & Associates Inc
✚
|
MN | 0.2 |