PPrivate Fund Data Log in Join · $37/mo

Allegiance Financial Advisors, Inc.

● SEC registered since 2021CRD 127293SEC# 801-121302Jacksonville, FL
Export (members)
Reg. AUM
$154M
Employees
7
Accounts
443
Location
Jacksonville, FL

Allegiance Financial Advisors, Inc. assets under management

Allegiance Financial Advisors, Inc. is an investment advisory firm registered with the SEC based in Jacksonville, FL. The firm has been registered since 2021. It reports $154 million in regulatory assets under management and employs 7 people.
www.allegianceadvisors.comView on SEC.gov ↗

Allegiance Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Alfred Charles Dellaporta ControlPresidentOver 75%2005
Tammara Ann Toton ControlChief Compliance OfficerUnder 5%2015

Frequently asked questions

How much does Allegiance Financial Advisors, Inc. manage?

Allegiance Financial Advisors, Inc. reports $154 million in regulatory assets under management on its Form ADV.

How many employees does Allegiance Financial Advisors, Inc. have?

Allegiance Financial Advisors, Inc. reports 7 employees.

Where is Allegiance Financial Advisors, Inc. located?

Allegiance Financial Advisors, Inc. is based in Jacksonville, FL and has been SEC-registered since 2021.

Does Allegiance Financial Advisors, Inc. disclose fund performance?

Allegiance Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712
Phone904-642-4401
Fax904-680-5035
Office hours8:30 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$154M
Total (RAUM)$154M