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Building 2ALLEGIANCE FINANCIAL ADVISORS, INC.

Map pinJACKSONVILLE, FL
Phone904-642-4401
NotebookSEC #801-121302
Total AUM
$181.9M
Employees
7
Clients
338

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3112 ST. JOHNS BLUFF ROAD SOUTH
JACKSONVILLE
FL 32246-3712
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
904-642-4401

ReceiptFinancials

Total AUM
$181.9M
Accounts
480
Discretionary
$0
Accounts
0
Non-Discretionary
$181.9M
Accounts
480

ContactClients

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Individual Clients
239
AUM
$57.4M
HNW Individual Clients
97
AUM
$115.9M
Pension/Profit Sharing Plan Clients
1
AUM
$8.6M
Corporation or Business Clients
1
AUM
$78.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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