|
⚲
|
| Allegiant Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 330239 |
| SEC # | 801-130800 |
| CIK # | |
| AUM | $393.1 MM (2024-08-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 918-623-4500 |
| Address | 4200 East Skelly Drive Tulsa, OK 74135 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 359.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 28.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 393.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 16 | 393.1 |
| Total | 16 | 393.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.1 | |
| Total | 16 | 393.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
IFC Personal Money Managers Inc
✚
|
NY | 0.4 |
|
ACT Wealth Management LLC
✚
|
TX | 0.4 |
|
Executive Wealth Group LLC
✚
|
WA | 0.4 |
|
Peterson Wealth Services Inc
✚
|
UT | 0.4 |
|
Actium LLC
✚
|
MI | 0.4 |
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.4 |
|
Selective Wealth Management Inc
✚
|
VA | 0.4 |
|
Oldfather Financial Services LLC
✚
|
NE | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |