Investment adviser · CRD 116369

ALLEGIANCE FINANCIAL ADVISORS

Investment adviser filing (IA)

ALLEGIANCE FINANCIAL ADVISORS, INC.

PITTSBURGH, PA, United States · Form ADV filed Jan 20, 2012

Regulatory AUM
$38.5M
Form ADV · Item 5.F
Client accounts
137
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

202 MCKNIGHT PARK DRIVE
PITTSBURGH, PA, 15237-6501, United States

CRD 116369

Filing source

Form ADV 604593 · Jan 20, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.