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Building 2ALLEGIANT PRIVATE ADVISORS, LLC

Map pinSARASOTA, FL
Phone941-365-3745
NotebookSEC #801-119298
Total AUM
$911.1M
Employees
17
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
240 SOUTH PINEAPPLE AVE
SUITE 200
SARASOTA
FL 34236
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
941-365-3745
Other Offices
1

ReceiptFinancials

Total AUM
$911.1M
Accounts
1,366
Discretionary
$905.7M
Accounts
1,360
Non-Discretionary
$5.4M
Accounts
6

ContactClients

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Individual Clients
189
AUM
$75.3M
HNW Individual Clients
279
AUM
$809.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Charitable Organization Clients
6
AUM
$7.7M
Corporation or Business Clients
1
AUM
$14.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLGAILMAMDMINCNHNYPATXVAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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