ALLEGIANCE FINANCIAL GROUP
Firm details
- Headquarters
- VIENNA, Virginia
- CRD number
- 313110
- Registered since
- September 3, 2021
- Website
- www.afgas.net
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.91%
- Individuals20.82%
- Pension & Profit Sharing Plans11.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Allegiance Financial Group is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and institutional clients. The firm was registered with the SEC in 2021 and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-advisers services. Its fee schedules include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities12%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 7Haley Ellis
Director of OperationsCRD 6707502
BRETT THOMPSON
Associate Financial PlannerCRD 7126476
Garrett Welsh
ParaplannerCRD 8140895
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$408M in ETFs
33%
$135M
67%
$273M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $52.5M | 163,814 | 12.88% |
Location
VIENNA, VA
FAIRFAX
Location
VIENNA, VA
Headquartered in VIENNA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 374 Maple Ave E
- Time zone
- ET (UTC-5)
- Office locations
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