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Building 2ALLEGIANCE FINANCIAL GROUP

Map pinVIENNA, VA
Phone(703) 242-7900
NotebookSEC #801-122267
Total AUM
$675M
Employees
12
Clients
605

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
374 MAPLE AVENUE EAST
SUITE 204
VIENNA
VA 22180
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(703) 242-7900
Other Offices
1

ReceiptFinancials

Total AUM
$675M
Accounts
1,525
Discretionary
$592.8M
Accounts
1,475
Non-Discretionary
$82.2M
Accounts
50

ContactClients

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Individual Clients
418
AUM
$140.5M
HNW Individual Clients
153
AUM
$458.4M
Pension/Profit Sharing Plan Clients
34
AUM
$76.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLMDNCNHNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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