SEC Form ADV · CIK 1964068

ALLEGIANCE FINANCIAL GROUP

Registered Investment AdviserVA
$675.0M
Assets Under Management
1,525
Total Clients
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Registration Details

CIK
1964068
Accession
CRD-313110
Location
VIENNA, VA
Filing Date
May 21, 2026
AUM
$675.0M
Total Clients
1,525
Amendment
No

About this Adviser

ALLEGIANCE FINANCIAL GROUP is a registered investment adviser headquartered in VIENNA, VA, managing approximately $675.0M in assets across 1,525 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.