ALLEGIANCE FINANCIAL ADVISORS, INC.

JACKSONVILLE, Florida·3 registered advisors·CRD# 127293
SEC# 801-1213020904-642-4401
01

Firm Overview

AUM
$131M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ALLEGIANCE FINANCIAL ADVISORS, INC.

3 registered advisors
Alfred Charles Dellaporta
JACKSONVILLE, Florida
Joseph James Maltese
JACKSONVILLE, Florida
CFP
Tammara Ann Toton
JACKSONVILLE, Florida
05

Office Locations

JACKSONVILLE, Florida
3 advisors

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Data sourced from SEC Form ADV filings. ALLEGIANCE FINANCIAL ADVISORS, INC. (CRD# 127293) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.