Allegiance Financial Group Advisory Services is an investment advisor in Vienna with $339.84 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
861933171
SEC advisor number
801-122267
FINRA CRD number
313110
AUM ?
$418.75 mm
(as of 15 Apr 24)
Accounts
1,273
(as of 15 Apr 24)
Employees
10
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23