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| Happy Holidays!! thanks for using AUM13F!! |
| Allegiance Financial Group Inc
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|---|---|
| CRD # | 113826 |
| SEC # | 801-122718 |
| CIK # | 0001035159 |
| AUM | $145.9 M (2025-03-20) |
| Employees | 10 (60% Investors, 50% Brokers) |
| Phone | 207-879-2352 |
| Address | 50 Donald B Dean Drive South Portland, ME 04106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 40.5 |
| (b) Individuals (high net worth individuals) | 42 | 101.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 403 | 145.9 |
| By Discretionary | ||
| Discretionary | 382 | 141.7 |
| Non-Discretionary | 21 | 4.3 |
| Total | 403 | 145.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.9 | |
| Total | 403 | 145.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clutinger Williams & Verhoye Inc
✚
|
CA | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
LCR Wealth Management LLC
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|
CT | 0.1 |
|
Platt Investment Counsel LLC
✚
|
0.1 | |
|
Jemma Investment Advisors LLC
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|
MD | 0.1 |
|
TEPP RIA LLC
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|
NJ | 0.1 |
|
Genereux Investment Management Inc
✚
|
0.1 | |
|
Creative Investment Group LLC
✚
|
TN | 0.1 |
|
Wickham Financial Group Inc
✚
|
GA | 0.1 |
|
Financial Partners LLC
✚
|
NM | 0.1 |