Allegiant Private Advisors is an investment advisor in Sarasota with $911.10 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472518076
SEC advisor number
801-119298
FINRA CRD number
309649
AUM ?
$911.10 mm
(as of 16 Mar 21)
Accounts
1,366
(as of 16 Mar 21)
Employees
17
(8 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM-5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cantor, Paul, Brett | Chief Operating Officer | 08/2020 | 10-25% |
Jones, Benjamin, William | Chief Investment Officer | 08/2020 | 10-25% |
Kossoff, Martin, Jay | Managing Member and Chief Compliance Officer | 08/2020 | 25-50% |
Latest filings (excl ownership)
No filings