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ALLEGIANCE FINANCIAL GROUP
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
CRD 313110 · SEC 801-122267
374 MAPLE AVENUE EAST, SUITE 204, VIENNA, VA, 22180, United States
Phone
(703) 242-7900
Fax
(703) 242-5718
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$675.0M
Discretionary AUM
$592.8M
Team
12 total employees; 12 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 418 | $140.5M |
| High net worth individuals | 153 | $458.4M |
| Pension/profit sharing plans | 34 | $76.1M |
States served
CA, CO, DC, MD, NJ, NY, NC, VA, TX, NH, FL
All web addresses on file
- https://www.afgas.net/
- https://www.youtube.com/channel/UCNz030_KaEj_CxOlR94R8rQ
- https://www.facebook.com/afgas.net/
- https://wealthtender.com/advisory-firms/allegiance-financial-group-advisory-services-llc/
- https://www.linkedin.com/in/haleyellisafgas/
- https://www.linkedin.com/in/shawn-williamson-4a4113/
- https://www.linkedin.com/in/assaf-pinchas-74aba82a/
- https://www.linkedin.com/in/charles-cooke-cfp%C2%AE-70b82bb
- https://www.linkedin.com/company/afgas1
Official SEC filing: View on IAPD