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Building 2ALLEGIANCE FINANCIAL ADVISORS, INC.

Map pinJACKSONVILLE, FL
Phone904-642-4401
NotebookSEC #801-67231
Total AUM
$30.6M
Employees
3
Clients
0

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
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
904-642-4401

ReceiptFinancials

Total AUM
$30.6M
Accounts
188
Discretionary
$0
Accounts
0
Non-Discretionary
$30.6M
Accounts
188

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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