ALLEGIANCE FINANCIAL GROUP, INC.
Doing business as RICHARD BROTHERS, FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$180,637,151
Discretionary
$174,533,784
Non-discretionary
$6,103,367
Firm details
- CRD number
- 113826
- SEC file number
- 801-122718
- Main office
- SOUTH PORTLAND, ME, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.