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ALLEGIANCE FINANCIAL SERVICES, INC.
CRD 123847
99 DERBY STREET, SUITE 303, HINGHAM, MA, 02043, United States
Phone
781-749-9100
Fax
781-749-9103
Registration
— (—)
Source
State registered
Total AUM
$54.4M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars(1) CONSULTING (2) SERVICE FEE PER ACCOUNT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $12.4M |
| High net worth individuals | 13 | $36.9M |
All web addresses on file
- HTTP://WWW.ALLEGIANCEINVEST.COM
- HTTPS://TWITTER.COM/MDAUD001
- HTTPS://WWW.FACEBOOK.COM/PEOPLE/MICHAEL-DAUDELIN/100007730506384/
- HTTPS://WWW.LINKEDIN.COM/IN/MICHAEL-DAUDELIN-AFSI/
- HTTPS://WWW.ESGSMARTINVESTING.COM
- HTTPS://WWW.FACEBOOK.COM/ESG-SMART-INVESTING-105183778472296
- HTTPS://WWW.FACEBOOK.COM/ALLEGIANCE-FINANCIAL-SERVICES-106004178383543
Official SEC filing: View on IAPD