| Name | Title | Ownership | Since |
|---|---|---|---|
| Assaf Meir Pinchas Control | Wealth Manager, Chief Compliance Officer, Founding Member | 25-50% | 2021 |
| Charles Richard Cooke Control | Partner, Member | 25-50% | 2021 |
| Shawn Michael Williamson Control | Partner, Member | 25-50% | 2021 |
Allegiance Financial Group Advisory Services LLC reports $505 million in regulatory assets under management on its Form ADV.
Allegiance Financial Group Advisory Services LLC reports 10 employees.
Allegiance Financial Group Advisory Services LLC is based in Vienna, VA and has been SEC-registered since 2021.
Allegiance Financial Group Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 374 Maple Avenue East, Suite 204, Vienna, VA 22180 |
| Phone | (703) 242-7900 |
| Fax | (703) 242-5718 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1964068 |
| Discloses disciplinary history | No |
| Discretionary | $447.2M |
| Non-discretionary | $57.8M |
| Total (RAUM) | $505M |