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ALLEGIANCE FINANCIAL ADVISORS, INC.
CRD 127293 · SEC 801-121302
3112 ST. JOHNS BLUFF ROAD SOUTH, JACKSONVILLE, FL, 32246-3712, United States
Phone
904-642-4401
Fax
904-680-5035
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$181.9M
Discretionary AUM
$0
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 239 | $57.4M |
| High net worth individuals | 97 | $115.9M |
| Pension/profit sharing plans | 1 | $8.6M |
| Corporations/business entities | 1 | $79K |
States served
GA, FL
All web addresses on file
Official SEC filing: View on IAPD