ALLEGIANCE FINANCIAL ADVISORS, INC.
Legal name: ALLEGIANCE FINANCIAL ADVISORS
CRD #116369 SEC #801-66584 PITTSBURGH, PA 412-369-7755
SEC Registered
Total AUM
$38.5M
Discretionary
$0
Employees
1
Clients
0
Accounts
137
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 20, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PETOTE, CARMEN, MARINO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PETOTE, CARMEN, MARINO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PETOTE, CARMEN, MARINO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PETOTE, CARMEN, MARINO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PETOTE, CARMEN, MARINO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PETOTE, CARMEN, MARINO | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 20, 2012 REGISTERED
Notice Filings (2)
PA TX
Address
202 MCKNIGHT PARK DRIVEPITTSBURGH, PA 15237-6501
United States
Phone: 412-369-7755