Key facts
- ALLEGIANCE FINANCIAL GROUP is a other based in VIENNA, VA.
- ALLEGIANCE FINANCIAL GROUP reports $30.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 313110- Regulatory AUM
- $30.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- VIENNA, VA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ALLEGIANCE FINANCIAL GROUP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ALLEGIANCE FINANCIAL GROUP's AUM?
- ALLEGIANCE FINANCIAL GROUP manages approximately $30.0M in assets.