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ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC

Doing business as ALLEGIANCE FINANCIAL GROUP. SEC Form ADV profile.

Total regulatory AUM
$674,998,291
Discretionary
$592,806,077
Non-discretionary
$82,192,214

Firm details

CRD number
313110
SEC file number
801-122267
Main office
VIENNA, VA, United States
Employees
12
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.