SEC Form ADV

ALLEGIANCE FINANCIAL ADVISORS, INC.

Registered Investment AdviserFL
$181.9M
Assets Under Management
480
Total Clients
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Registration Details

Accession
CRD-127293
Location
JACKSONVILLE, FL
Filing Date
February 10, 2026
AUM
$181.9M
Total Clients
480
Amendment
No

About this Adviser

ALLEGIANCE FINANCIAL ADVISORS, INC. is a registered investment adviser headquartered in JACKSONVILLE, FL, managing approximately $181.9M in assets across 480 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.