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ALLEGIANCE FINANCIAL ADVISORS, INC.

Tel: 904-642-4401
3112 St. Johns Bluff Road South
Jacksonville, Florida  32246-3712

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ALLEGIANCE FINANCIAL ADVISORS, INC.

ALLEGIANCE FINANCIAL ADVISORS, INC. is a Jacksonville, Florida based financial advisory firm with nearly $154,045,384 in assets under management and provides investment advisory services for 443 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

127293

SEC#:

801-121302

No. of Clients:

443

Assets under Management

$154,045,384

No. of Advisors:

7

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