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ALLEGIANT FINANCIAL ADVISORS, LLC
CRD 141047
1000 5TH STREET, SUITE 200, MIAMI BEACH, FL, 33139, United States
Phone
305-672-1222 / 866-672-1222
Fax
305-672-1999 / 866-672-1999
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$6.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; ASSET-BASED REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $733K |
| High net worth individuals | 8 | $8.7M |
| Pension/profit sharing plans | 2 | $408 |
| Corporations/business entities | 2 | $1 |
All web addresses on file
Official SEC filing: View on IAPD