ALLEGIANCE FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$181,937,021
Discretionary
$0
Non-discretionary
$181,937,021
Firm details
- CRD number
- 127293
- SEC file number
- 801-121302
- Main office
- JACKSONVILLE, FL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.