ALLEGIANCE FINANCIAL ADVISORS, INC.
CRD #127293 SEC #801-121302 JACKSONVILLE, FL 904-642-4401
SEC Registered
Total AUM
$154M
Discretionary
$0
Employees
7
Clients
0
Accounts
443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $154M | $0 | $154M | 7 | 0 |
| Feb 2024 | $130.6M | $0 | $130.6M | 7 | 0 |
| Mar 2023 | $117.1M | $0 | $117.1M | 7 | 0 |
| Mar 2022 | $135.3M | $0 | $135.3M | 7 | 0 |
| Jan 2022 | $107.8M | $0 | $107.8M | 6 | 1 |
| Nov 2021 | $107.8M | $0 | $107.8M | 6 | 1 |
| Apr 2021 | $107.8M | $0 | $107.8M | 6 | 1 |
| Apr 2012 | $30.6M | $0 | $30.6M | 1 | 113 |
| Mar 2012 | $30.6M | $0 | $30.6M | 1 | 113 |
| Mar 2012 | $30.6M | $0 | $30.6M | 1 | 113 |
| Mar 2011 | $32.3M | $0 | $32.3M | 5 | -- |
| Mar 2010 | $29.4M | $0 | $29.4M | 5 | -- |
| Mar 2009 | $26.2M | $0 | $26.2M | 10 | -- |
| Sep 2008 | $38.4M | $0 | $38.4M | 10 | -- |
| Apr 2007 | $30.7M | $0 | $30.7M | 5 | -- |
DateFeb 2025
Total AUM$154M
Discretionary$0
Non-Disc.$154M
Employees7
Clients0
DateFeb 2024
Total AUM$130.6M
Discretionary$0
Non-Disc.$130.6M
Employees7
Clients0
DateMar 2023
Total AUM$117.1M
Discretionary$0
Non-Disc.$117.1M
Employees7
Clients0
DateMar 2022
Total AUM$135.3M
Discretionary$0
Non-Disc.$135.3M
Employees7
Clients0
DateJan 2022
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees6
Clients1
DateNov 2021
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees6
Clients1
DateApr 2021
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees6
Clients1
DateApr 2012
Total AUM$30.6M
Discretionary$0
Non-Disc.$30.6M
Employees1
Clients113
DateMar 2012
Total AUM$30.6M
Discretionary$0
Non-Disc.$30.6M
Employees1
Clients113
DateMar 2012
Total AUM$30.6M
Discretionary$0
Non-Disc.$30.6M
Employees1
Clients113
DateMar 2011
Total AUM$32.3M
Discretionary$0
Non-Disc.$32.3M
Employees5
Clients--
DateMar 2010
Total AUM$29.4M
Discretionary$0
Non-Disc.$29.4M
Employees5
Clients--
DateMar 2009
Total AUM$26.2M
Discretionary$0
Non-Disc.$26.2M
Employees10
Clients--
DateSep 2008
Total AUM$38.4M
Discretionary$0
Non-Disc.$38.4M
Employees10
Clients--
DateApr 2007
Total AUM$30.7M
Discretionary$0
Non-Disc.$30.7M
Employees5
Clients--